Matthew Mileski, financial advisor Berwyn PA
90 score

Matthew Mileski

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Matthew S. Mileski
By the Numbers
  • Total Assets Under Management
    17,859
    MILLIONS
  • Total Number of Accounts
    51,557
    ACCOUNTS
  • Average Account Value
    $346,395
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
90
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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