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).
Current Firm Details
Milestones Private Investment Advisors LLC
By the Numbers
-
Total Assets Under Management175MILLION
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Total Number of Accounts682ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, FL, NY, TX
Financial Advisors at Milestones Private Investment Advisors LLC
1
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 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.
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