Michael MilojevichCRD Number: 5298204
Current Firm: Highland Private Wealth Management
Michael Milojevich (CRD# 5298204) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 15 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sitka Pacific Capital Management, LLC
|Highland Private Wealth Management||Bellevue, WA||Aug 2019 - Current||3|
|Cornerstone Advisors, Inc.||Bellevue, WA||Oct 2001 - Aug 2019||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2007|
Total Assets Under Management1,326MILLIONS
Total Number of Accounts1,408ACCOUNTS
Average Account Value$941,631
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, LA, OR, TX, WA
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