Thomas Milajecki, financial advisor Orlando FL
96 score

Thomas Milajecki

CRD Number: 5612770
Current Firm: Ronald Blue & Company, LLC

Thomas Milajecki (CRD# 5612770) is an Investment Advisor Representative working at Ronald Blue & Company, LLC in Orlando, FL and has over 8 years of experience in the finance industry. Thomas Milajecki has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ronald Blue & Company, LLC Baltimore, MD Sep 2008 - Current 8
Loyola College Baltimore, MD Aug 2003 - Sep 2008 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Thomas W. Milajecki
Phone Number: 770-280-6000
Firm Website: https://rbis.ronblue.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    6,637
    MILLIONS
  • Total Number of Accounts
    16,436
    ACCOUNTS
  • Average Account Value
    $403,778
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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