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MJ

Matt John Milosevich II

Investment Adviser Representative at ALPHASTAR CAPITAL MANAGEMENT

Surprise, AZCRD #4643033Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Arizona
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/21/2024
Series 66
Uniform Combined State Law Examination
Passed 3/27/2003
Series 7
General Securities Representative Examination
Passed 3/13/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0225
Source

Alphastar Capital Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALPHASTAR CAPITAL MANAGEMENTCurrent
3/6/2026Surprise, AZ
ADVISORY ALPHA, LLC
1/30/20253/4/2026Surprise, AZ
UBS FINANCIAL SERVICES INC.
9/27/20071/20/2009Kansas City, MO
PRUDENTIAL FINANCIAL PLANNING SERVICES
9/10/20039/25/2007Overland Park, KS

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

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.

Matt John Milosevich II - Financial Advisor in Surprise, AZ | AdvisorFinder