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Michael V Mezheritskiy

MILESTONE ASSET MANAGEMENT GROUP, LLC·AVON, Connecticut
Unclaimed Profile
302 WEST MAIN STREET, AVON, CT 06001CRD# 4216984Firm CRD# 282896
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
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Research
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