Milestones Private Investment Advisors LLC

Milestones Private Investment Advisors LLC (CRD# 289116) is a financial advisory firm headquartered in Fairport, NY. They manage $175,299,498 in 682 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    682
    ACCOUNTS
  • Average Account Value
    $257,037
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

DE, FL, NY, TX

Financial Advisors at Milestones Private Investment Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark T. Buscher
CRD#: 4774058
375 Woodcliff Drive, Fairport, NY 14450

Mark Buscher (CRD# 4774058) is an Investment Advisor Representative working at Milestones Private Investment Advisors LLC in Fairport, NY and has over 19 years of experience in the finance industry.

2
Heather A. Proctor
CRD#: 2320887
375 Woodcliff Drive, Fairport, NY 14450

Heather Proctor (CRD# 2320887) is an Investment Advisor Representative working at Milestones Private Investment Advisors LLC in Fairport, NY and has over 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.