LPL Financial
40yrs
Top advisor by experience in Irmo
26yrs
Milton Cooley
Financial advisor at Cetera Investment Advisers
Based in Irmo, South Carolina, Milton Cooley is a fiduciary financial advisor with 26 years of industry experience. Milton has been with Cetera Investment Advisers since 2020. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 32 advisors with offices in Irmo, and one of 31 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 22% by experience in Irmo
Office29 Olde Stream Ct., Irmo, SC 29063
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowCetera Investment Advisers LLCCurrent firm
Contact Milton
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Milton. 29 Olde Stream Ct.Irmo, SC 29063Office · Get directions
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Questions to ask Milton
Tailored to Milton’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Milton
How do I contact Milton?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Milton Cooley. Milton works from the Irmo, SC office.
How long has Milton been a financial advisor?
Milton has been in the industry since 2001, about 26 years. Top 22% by experience in Irmo.
What licenses does Milton hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Milton a fiduciary?
Milton is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Milton paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Milton for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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