Milestone Consultants, Inc.

Milestone Consultants, Inc. (CRD# 286406) is a financial advisory firm headquartered in Whitney Point, NY. They manage $12,939,999 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,848,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Milestone Consultants, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Eric S. Birdsall
CRD#: 5065620
Whitney Point, NY

Eric Birdsall (CRD# 5065620) is an Investment Advisor Representative working at Milestone Consultants, Inc. in Whitney Point, NY and has over 18 years of experience in the finance industry.

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