AdvisorOS Directory
Claim Profile
Unclaimed Profile
MM

Michael V Mezheritskiy

MILESTONE ASSET MANAGEMENT GROUP, LLC·AVON, Connecticut
Clean recordMILESTONE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael V Mezheritskiy is a registered financial advisor based in AVON, Connecticut, affiliated with MILESTONE ASSET MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
MILESTONE ASSET MANAGEMENT GROUP, LLC
MILESTONE ASSET MANAGEMENT GROUP, LLC
AUM
$158M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MILESTONE ASSET MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4216984
Firm CRD# 282896
View on FINRA BrokerCheck →

Looking for a financial advisor in AVON?

Browse all registered financial advisors in AVON, Connecticut or claim this profile if it's yours.

Browse AVON AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in AVON, Connecticut

Guangyan Zhu
ZENTURE CAPITAL MANAGEMENT, LLC·AVON, CT
Jay Stuart Spivak
SPIVAK ASSET MANAGEMENT, LLC·AVON, CT
Alan Miles Rothstein
ASSET STRATEGIES, INC.·AVON, CT
Alexander Levental
IRONWOOD CAPITAL ADVISORS III LLC·AVON, CT
Andreas Muenderlein
FLOWSTONE PARTNERS, LLC·AVON, CT
Ellen Driscoll Stotler
IRONWOOD CAPITAL ADVISORS III LLC·AVON, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile