Philip Albitz has been President and CEO of Albitz/Miloe and Associates since December 2020, 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.
Philip Albitz’s longest registration was 25 years at Cetera Advisor Networks LLC (1997–2023). Before joining Albitz/Miloe and Associates in 2004, Philip Albitz was registered through Cetera Advisor Networks LLC.
- Cetera Investment Advisers LLCAlso current– present · 3 yearsTorrance, CA · Adviser representative · Firm CRD 105644
- – present · 22 yearsAdviser representative · Firm CRD 104777
- Cetera Advisor Networks LLC– · 25 yearsTorrance, CA · Adviser representative · Firm CRD 13572
Investment adviser representative registrations
Philip Albitz is registered as an investment adviser representative in 2 states. The first approvals date from March 2004; the most recent is Washington, in February 2019.
- CaliforniaSince 10 March 2004
- WashingtonSince 8 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 20 March 1982 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Philip Joseph Albitz
- CRD
- 1036689
- Firm
- Albitz/Miloe and Associates · CRD 104777
- Role
- President and CEO
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1982
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Philip Albitz work?
Philip Albitz has been President and CEO of Albitz/Miloe and Associates, Inc. since December 2020, and is a control person of the firm.
Is Philip Albitz a financial advisor?
Yes. Philip Albitz has a current investment-adviser registration in California and Washington, through Albitz/Miloe and Associates since March 2004.
How many years of experience does Philip Albitz have?
Philip Albitz has 44 years in the financial industry, since March 1982, across 3 adviser firms.
What exams has Philip Albitz passed?
Philip Albitz passed the Series 7 in March 1982. FINRA credited Philip Albitz with the SIE, which began in October 2018.
Is Philip Albitz registered with FINRA?
Yes. Philip Albitz has a current broker registration, under CRD 1036689.
Source: FINRA BrokerCheck
How can I verify Philip Albitz’s record?
Search CRD 1036689 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Philip Albitz’s full registration record.
