Matt John Milosevich II
Investment Adviser Representative at Alphastar Capital Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matt John Milosevich II is an investment adviser representative with Alphastar Capital Management in Surprise, AZ, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 4 firms, including Advisory Alpha, LLC and UBS Financial Services Inc. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Arizona.
Registrations & licenses
- Investment adviser:
- Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Independent Wealth ManagementJan 2019 – Oct 2024Peoria, AZ
- Fidelity and Guaranty LifeJan 2016 – Jan 2019Des Moines, IA
- HPY Financial SolutionsOct 2024 – no end date reportedSurprise, AZ
- Advisory AlphaOct 2024 – Feb 2026Holland, MI
- Financial Independence GroupMay 2013 – Dec 2018Scottsdale, AZ
- Alphastar Capital ManagementFeb 2026 – no end date reportedCornelius, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Alphastar Capital Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0225
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Alphastar offers strategic alignment and affiliation options, a robust investment platform (including diversified portfolio models, structured solutions, separately managed accounts, and alternative investments), integrated technology solutions across the client lifecycle (CRM, financial planning, onboarding, data aggregation, compliance archiving), operations and back-office support, trading/billing/reporting, compliance services, and ongoing advisor development and mentorship.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 145
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Cornelius, NC
- Founded:
- 2011
- SEC file number:
- 801-72361
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 30, 2026
View full firm profileOther advisors at Alphastar Capital Management
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matt John Milosevich II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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