Michael
Milas

Royal Alliance Associates, Inc

CRD#5526954
Investment Advisor
in Tampa, FL

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About this Advisor

Michael Milas is a financial advisor operating out of Tampa, Florida with 5 years of relevant experience. Milas is an advisor for Royal Alliance Associates, Inc. Their career trajectory has included roles at Waddell & Reed Inc, Transamerica Financial Advisors, Inc, Fixed Insurance Sales, Premier Financial Advisors LLC, Gfa Financial Group, LLC, Signator Investors, Inc and Royal Alliance Associates, Inc. Milas has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Florida, Maryland and Texas. Royal Alliance Associates, Inc is a financial advisory company based out of Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 people on staff. It has $30 billion in assets across its 149,233 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 191 charities and foundations. Of its 149,233 accounts, just 11% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely depend on which services are offered. However, fees charged by Royal Alliance Associates, Inc may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5601 Mariner St Suite 475
Tampa, FL 33609

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

FL Average: $10,121,009,343
Total Number of Employees

3,704

FL Average: 92
Total Number of Accounts

149,233

FL Average: 6,978
Average Account Size

$197,920

FL Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Milas Work History

Michael has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Royal Alliance Associates, Inc

2016 - Present (8 years)

Gfa Financial Group, LLC

2015 - Present (9 years)

Fixed Insurance Sales

2015 - Present (9 years)

Premier Financial Advisors LLC

2016 - 2018 (2 years)

Signator Investors, Inc

2015 - 2016 (1 year)

Transamerica Financial Advisors, Inc

2008 - 2015 (7 years)

Waddell & Reed Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Milas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Alliance Associates, Inc

Stephen Carter
Grandville, MI
Grant Hartwell
Torrance, CA
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Trisha Qualy
St Louis Park, MN
Amanda Johnson
Spokane, WA
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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