Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
MATT JOHN MILOSEVICH II
MILO MILOSEVICH
CRD#: 4643033
IA
Investment Adviser
ADVISORY ALPHA, LLCCRD#: 158282 15331 W. Bell Rd.
Suite 212
Surprise, AZ 85374
Registration History
200420062008201020122014201620182020202220242026IAADVISORY ALPHA, LLC (CRD# 158282)2025 - Present (<1 year)IAUBS FINANCIAL SERVICES INC. (CRD# 8174)2007 - 2009 (1 year)IAPRUDENTIAL FINANCIAL PLANNING ... (CRD# 5685)2003 - 2007 (4 years)
License(s)

State Registrations

IA
Arizona 1/30/2025
Current Registration(s)
IA
ADVISORY ALPHA, LLC (CRD#:158282)
15331 W. Bell Rd. Suite 212, Surprise, AZ 85374
Registered with this firm since 1/30/2025
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 09/27/2007 - 01/20/2009 UBS FINANCIAL SERVICES INC. (CRD#:8174) KANSAS CITY, MO
IA
 09/10/2003 - 09/25/2007 PRUDENTIAL FINANCIAL PLANNING SERVICES (CRD#:5685) OVERLAND PARK, KS
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.