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 4 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||1|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.