DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Matthew S Mileski
Feed of 09/14/2026
Also filed as Matthew Smith Mileski
At current firm
3 y
since Jan 17, 2023
In the industry
13 y
since Oct 19, 2012 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Orion Portfolio Solutions, LLC BD affiliated currentsince Jan 17, 2023 · Omaha, Ne
- Orion Portfolio Solutions, LLC formerJan 19, 2022 to Jan 6, 2023 · Marietta, Ga
- Orion Portfolio Solutions, LLC BD affiliatedOct 16, 2020 to Dec 31, 2021 · Marietta, Ga
- Brinker Capital Inc formerJan 7, 2015 to Oct 16, 2020 · Berwyn, Pa
- Morgan Stanley wirehouseSep 20, 2013 to Jan 12, 2015 · Baltimore, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 22, 2012 to Aug 22, 2013 · Scranton, Pa
Moves
a registration end followed by a registration begin elsewhere
- Orion Portfolio Solutions, LLC to Orion Portfolio Solutions, LLCleft Jan 6, 2023, registered Jan 17, 2023 (11 days) · corporate re-registration, not a move
- Orion Portfolio Solutions, LLC to Orion Portfolio Solutions, LLCleft Dec 31, 2021, registered Jan 19, 2022 (19 days) · corporate re-registration, not a move
- Brinker Capital Inc to Orion Portfolio Solutions, LLCleft Oct 16, 2020, registered Oct 16, 2020 (0 days) · corporate re-registration, not a move
- Morgan Stanley to Brinker Capital Incleft Jan 12, 2015, registered Jan 7, 2015 (-5 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanleyleft Aug 22, 2013, registered Sep 20, 2013 (29 days) · Wirehouse to wirehouse
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address