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Michael V Mezheritskiy

MILESTONE ASSET MANAGEMENT GROUP, LLC·AVON, Connecticut
Series 6, Series 7, Series 63, Series 65Clean record22 years registeredMILESTONE ASSET MANAGEMENT GROUP, LLC
302 WEST MAIN STREET, AVON, CT 06001CRD# 4216984Firm CRD# 282896

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael V Mezheritskiy · AVON, CT
Registration
CRD #4216984 · MILESTONE ASSET MANAGEMENT GROUP, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

MILESTONE ASSET MANAGEMENT GROUP, LLC
Feb 2016 – present
VISIONARY PRIVATE WEALTH MANAGEMENT GROUP
May 2014 – Mar 2016
AVON, CT
LPL FINANCIAL LLC
Jul 2013 – Jun 2014
FARMINGTON, CT
STRATEGIC ADVISERS, INC.
Jul 2004 – Jun 2013
WEST HARTFORD, CT
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · July 21, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MILESTONE ASSET MANAGEMENT GROUP, LLC
CRD 282896 · SEC 801-128334
AUM
$158M
Regulatory assets under management
Employees
3
481 client accounts
Services offered by MILESTONE ASSET MANAGEMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MILESTONE ASSET MANAGEMENT GROUP, LLC →
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05

Frequently Asked Questions

What services does Michael V Mezheritskiy offer?
Michael V Mezheritskiy specializes in Financial Planning, Investment Management. Contact their office in AVON, Connecticut for a consultation.
What are Michael V Mezheritskiy's credentials?
Michael V Mezheritskiy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael V Mezheritskiy located?
Michael V Mezheritskiy is based in AVON, Connecticut, working with MILESTONE ASSET MANAGEMENT GROUP, LLC. Their office serves clients in the AVON metropolitan area and surrounding communities.
How does Michael V Mezheritskiy charge for services?
Michael V Mezheritskiy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILESTONE ASSET MANAGEMENT GROUP, LLC?
MILESTONE ASSET MANAGEMENT GROUP, LLC has approximately 3 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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