Matthew MileskiCRD Number: 6004751
Current Firm: Brinker Capital Inc.
Matthew Mileski (CRD# 6004751) is an Investment Advisor Representative working at Brinker Capital Inc. in Berwyn, PA and has over 5 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Brinker Capital||Berwyn, PA||Jan 2015 - Current||3|
|Morgan Stanley||Baltimore, MD||Sep 2013 - Dec 2014||1|
|Merrill Lynch/bank Of America||Scranton, PA||Nov 2011 - Aug 2013||1|
|Plainfield Country Club||Edison, NJ||Apr 2011 - Oct 2011||< 1|
|Unemployed||Wilkes-barre, PA||Nov 2010 - Mar 2011||< 1|
|Plainfield Country Club||Edison, NJ||Apr 2010 - Oct 2010||< 1|
|Lost Tree Golf Club||Jupiter, FL||Nov 2009 - Mar 2010||< 1|
|Plainfield Country Club||Edison, NJ||May 2009 - Oct 2009||< 1|
|Penn State University||University Park, PA||Sep 2008 - Apr 2009||< 1|
|Plainfield Country Club Internship||Edison, NJ||May 2008 - Aug 2008||< 1|
|Penn State University||University Park, PA||Jan 2008 - Apr 2008||< 1|
|Penn State University||University Park, PA||Sep 2007 - Dec 2007||< 1|
|Kingsmill Resort And SPA||Williamsburg, VA||May 2007 - Aug 2007||< 1|
|Penn State University||University Park, PA||Sep 2006 - Apr 2007||< 1|
|Hayfields Country Club||Hunt Valley, MD||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management17,859MILLIONS
Total Number of Accounts51,557ACCOUNTS
Average Account Value$346,395
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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