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Garry Ian Milbrod

Cetera Investment Advisers LLC

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About Garry Ian Milbrod

Garry Milbrod is an investment advisor representative with Cetera Investment Advisers LLC. Garry has been in the financial services industry since 1990. Garry is registered to provide investment advice in South Carolina and Texas. Prior to joining Cetera, Garry was associated with VOYA Financial Advisors and TIAA-CREF Individual & Institutional Services.

Firm Information

Garry Milbrod is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

8180 REGENT PARKWAY SUITE 106

FORT MILL, SC 29715

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Garry Milbrod’s Registration & Firm History

SC

06/29/2023 - Present

Cetera Investment Advisers LLC (FORT MILL SC)

NC

01/14/2008 - 06/09/2021

VOYA FINANCIAL ADVISORS, INC. (CHARLOTTE NC)

NC

02/22/2006 - 07/18/2007

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

NC

09/15/2005 - 02/23/2006

TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)

NY

01/23/2002 - 09/15/2005

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

NY

02/01/2001 - 12/31/2001

TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)

NY

08/04/2000 - 01/25/2001

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)

NY

04/11/1996 - 07/31/2000

TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)

NY

10/17/1994 - 12/31/1995

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)

NJ

08/19/1991 - 03/30/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

08/19/1991 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

NA

05/19/1987 - 08/09/1988

EQUICO SECURITIES, INC.

NA

05/19/1987 - 08/09/1988

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

NA

11/13/1985 - 05/14/1987

PRUCO SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 1/11/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/24/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/15/2005

Series 7 - General Securities Representative Examination

BC

Issued 8/16/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Garry Ian Milbrod.
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