Eric Birdsall, financial advisor Whitney Point NY

Eric Birdsall

CRD Number: 5065620
Current Firm: Milestone Consultants, Inc.

Eric Birdsall (CRD# 5065620) is an Investment Advisor Representative working at Milestone Consultants, Inc. in Whitney Point, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Milestone Consultants, Inc. Whitney Point, NY Apr 2017 - Current 4
Cadaret, Grant & Company, Inc. Webster, NY Feb 2014 - May 2017 3
Hornor Townsend & Kent Inc. Horsham, PA Jul 2011 - Feb 2014 2
Penn Mutual Life Ins Co Horsham, PA Jul 2011 - Jan 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Eric S. Birdsall
Phone Number: 585-228-2558
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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