Mila Nues Coffey
Investment Adviser Representative at Cetera Investment Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mila Nues Coffey is an investment adviser representative with Cetera Investment Advisers LLC in Richmond, CA, where they have been registered since 2025. They have worked in the securities industry since 1997 and have been registered with 3 firms, including Avantax Advisory Services and H.d. VEST Advisory Services, Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
18 states and territories
Alabama, Arizona, Arkansas, California, Florida, Idaho, Indiana, Kentucky, Louisiana, Minnesota, Missouri, Nevada, New York, Ohio, Oregon, Texas, Washington, West Virginia
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.
- Avantax Investment Services, Inc.Feb 1997 – Sep 2025Richmond, CA
- Avantax Advisory ServicesMay 2014 – Sep 2025Richmond, CA
- Petsas & HILL Cpa's Inc.Jan 1986 – Jan 2019Richmond, CA
- PH Tax & Wealth Solutions, CPAs, Inc.Jan 2020 – no end date reportedRichmond, CA
- Avantax Insurance Agency, LLCJan 2020 – Sep 2025Richmond, CA
- CDU Group LLCFeb 2024 – no end date reportedRichmond, CA
- Cetera Wealth Services, LLCSep 2025 – no end date reportedRichmond, CA
- Cetera Investment Advisers LLCSep 2025 – no end date reportedSchaumburg, IL
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cetera Investment Advisers LLC
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
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
Advisory services, investment advisory services, custody services, insurance agency services, sweep programs, and retirement planning resources, along with access to registered and alternative investment products.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10,459
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Schaumburg, IL
- SEC file number:
- 801-20406
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
View full firm profileOther advisors at Cetera Investment Advisers LLC
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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. Mila Nues Coffey 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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