Michael Mezheritskiy (CRD# 4216984) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 23 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Milestone Asset Management Group, LLC | Avon, CT | Feb 2016 - Current | 8 |
| Visionary Private Wealth Management Group | Farmington, CT | Apr 2014 - Current | 10 |
| Lpl Financial | Farmington, CT | Jul 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2003 |
- CT
- NY
-
Total Assets Under Management158MILLIONS
-
Total Number of Accounts481ACCOUNTS
-
Average Account Value$328,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, NY
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