Vance Albitz has been Vice President of Albitz/Miloe and Associates since January 2022, is not listed as a control person, but directly owns between 25% and 50% of the firm.
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.
Vance Albitz’s longest registration is the current one, 9 years at Albitz/Miloe and Associates since 2017. Before joining Albitz/Miloe and Associates in 2017, Vance Albitz was registered through Cetera Advisor Networks LLC.
- Cetera Investment Advisers LLCAlso current– present · 3 yearsTorrance, CA · Adviser representative · Firm CRD 105644
- – present · 9 yearsTorrance, CA · Adviser representative · Firm CRD 104777
- Cetera Advisor Networks LLC– · 7 yearsEl Segundo, CA · Adviser representative · Firm CRD 13572
Investment adviser representative registrations
Vance Albitz is registered as an investment adviser representative in California, since February 2017.
- CaliforniaSince 23 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 May 2016 |
| Series 7 | General Securities Representative Examination | 4 February 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Vance Philip Albitz
- CRD
- 5856837
- Firm
- Albitz/Miloe and Associates · CRD 104777
- Role
- Vice President
- Office
- 23133 HAWTHORNE BLVD., STE 305, Torrance, CA 90505
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Vance Albitz work?
Vance Albitz has been Vice President of Albitz/Miloe and Associates, Inc. since January 2022.
Is Vance Albitz a financial advisor?
Yes. Vance Albitz has a current investment-adviser registration in California, through Albitz/Miloe and Associates since February 2017.
How many years of experience does Vance Albitz have?
Vance Albitz has 10 years in the financial industry, since February 2016, across 3 adviser firms.
What exams has Vance Albitz passed?
Vance Albitz has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2016. FINRA credited Vance Albitz with the SIE, which began in October 2018.
Where is Vance Albitz based?
Vance Albitz’s registered office is in Torrance, CA.
Is Vance Albitz registered with FINRA?
Yes. Vance Albitz has a current broker registration, under CRD 5856837.
Source: FINRA BrokerCheck
How can I verify Vance Albitz’s record?
Search CRD 5856837 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Vance Albitz’s full registration record.
