Andrew MillasCRD Number: 1815708
Current Firm: Cutter & Company, Inc.
Andrew Millas (CRD# 1815708) is an Investment Advisor Representative working at Cutter & Company, Inc. in Swansea, IL and has over 29 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Cambridge Capital Management, LLC
Steve Robbins, Inc.
|Cutter & Company, Inc.||Ballwin, MO||Feb 2008 - Current||9|
|Morgan Stanley & Company, Incorporated||Shiloh, IL||Apr 2007 - Jan 2008||< 1|
|Morgan Stanley Dw, Inc.||Shiloh, IL||Aug 1999 - Apr 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1988|
|S65||NASAA Investment Advisors Law Examination||Jul 1992|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
Total Assets Under Management563MILLIONS
Total Number of Accounts2,100ACCOUNTS
Average Account Value$267,908
- A percentage of assets under your management
- Hourly charges
- 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)
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