Milestone Investments, Inc.

Milestone Investments, Inc. (CRD# 47090) is a financial advisory firm headquartered in Charlotte, NC. They manage $201,047,719 in 133 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
10700 Sikes Place, Suite 315, Charlotte, NC 28277
https://www.milestoneinvestmentsinc.com
By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $1,511,637
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, SC

Financial Advisors at Milestone Investments, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Richard Addis, financial advisor Charlotte NC
Richard W. Addis
CRD#: 3143354
10700 Sikes Place, Suite 315, Charlotte, NC 28277

Richard Addis (CRD# 3143354) is an Investment Advisor Representative working at Milestone Investments, Inc. in Charlotte, NC and has over 25 years of experience in the finance industry.

2
Fredrick Fisher, financial advisor Charlotte NC
Fredrick W. Fisher
CRD#: 1877470
10700 Sikes Place, Suite 315, Charlotte, NC 28277

Fredrick Fisher (CRD# 1877470) is an Investment Advisor Representative working at Milestone Investments, Inc. in Charlotte, NC and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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