Clete Albitz has been Co-Senior Vice President of Albitz/Miloe and Associates since January 2022, is a control person of the firm and directly owns between 25% and 50% of it.
Albitz/Miloe and Associates, Inc. is a Torrance, CA firm with $821M under management, 657 clients and 5 advisers in one office, as of its March 2026 filing.
Clete Albitz’s longest registration was 15 years at Cetera Advisor Networks LLC (2007–2023). Before joining Albitz/Miloe and Associates in 2011, Clete Albitz was registered through Cetera Advisor Networks LLC.
- Cetera Investment Advisers LLCAlso current– present · 3 yearsAdviser representative · Firm CRD 105644
- – present · 15 yearsTorrance, CA · Adviser representative · Firm CRD 104777
- Cetera Advisor Networks LLC– · 15 yearsEl Segundo, CA · Adviser representative · Firm CRD 13572
Investment adviser representative registrations
Clete Albitz is registered as an investment adviser representative in 7 states, as a resident of Texas. The first approvals date from May 2011; the most recent is Texas, in June 2023.
- ArizonaSince 17 March 2021
- CaliforniaSince 4 May 2011
- ColoradoSince 27 April 2023
- NevadaSince 2 May 2023
- New YorkSince 27 April 2023
- TexasResidentSince 8 March 2018
- TexasSince 29 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 May 2006 |
| Series 7 | General Securities Representative Examination | 23 March 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Clete Philip Albitz
- CRD
- 4835392
- Firm
- Albitz/Miloe and Associates · CRD 104777
- Role
- Co-Senior Vice President
- Office
- 23133 HAWTHORNE BLVD., STE 305, Torrance, CA 90505
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Clete Albitz work?
Clete Albitz has been Co-Senior Vice President of Albitz/Miloe and Associates, Inc. since January 2022, and is a control person of the firm.
Is Clete Albitz a financial advisor?
Yes. Clete Albitz has a current investment-adviser registration in Arizona, California, Colorado, Nevada, New York, Texas and Texas, through Albitz/Miloe and Associates since May 2011.
How many years of experience does Clete Albitz have?
Clete Albitz has 20 years in the financial industry, since March 2006, across 3 adviser firms.
What exams has Clete Albitz passed?
Clete Albitz has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2006. FINRA credited Clete Albitz with the SIE, which began in October 2018.
Where is Clete Albitz based?
Clete Albitz’s registered office is in Torrance, CA.
Is Clete Albitz registered with FINRA?
Yes. Clete Albitz has a current broker registration, under CRD 4835392.
Source: FINRA BrokerCheck
How can I verify Clete Albitz’s record?
Search CRD 4835392 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Clete Albitz’s full registration record.
