Milestone Wealth Advisors, Inc.

Milestone Wealth Advisors, Inc. (CRD# 149667) is a financial advisory firm headquartered in Greenville, DE. They manage $101,598,739 in 395 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    395
    ACCOUNTS
  • Average Account Value
    $257,212
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, MD, PA, VA

Financial Advisors at Milestone Wealth Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Lisa M. Lamarche
CRD#: 3185117
3701 Kennett Pike, Suite 300, Greenville, DE 19807
96
Wealthminder
score

Lisa Lamarche (CRD# 3185117) is an Investment Advisor Representative working at Milestone Wealth Advisors, Inc. in Greenville, DE and has over 17 years of experience in the finance industry. Lisa Lamarche has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Donald S. Ratledge
CRD#: 1498361
92 Reads Rd., #104, Suite 300, Newark, DE 19711
96
Wealthminder
score

Donald Ratledge (CRD# 1498361) is an Investment Advisor Representative working at Milestone Wealth Advisors, Inc. in Newark, DE and has over 30 years of experience in the finance industry. Donald Ratledge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael J. Sicuranza
CRD#: 2633435
3701 Kennett Pike, Suite 300, Greenville, DE 19807
96
Wealthminder
score

Michael Sicuranza (CRD# 2633435) is an Investment Advisor Representative working at Milestone Wealth Advisors, Inc. in Greenville, DE and has over 21 years of experience in the finance industry. Michael Sicuranza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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