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Austin V Kelly

MILESTONE WEALTH, LLC·BUFFALO, New York
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50 FOUNTAIN PLAZA 13TH FLOOR, BUFFALO, NY 14202CRD# 5101407Firm CRD# 166717
01

About

Austin V Kelly is a registered financial advisor based in BUFFALO, New York, affiliated with MILESTONE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MILESTONE WEALTH, LLC
MILESTONE WEALTH, LLC
AUM
$103M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MILESTONE WEALTH, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5101407
Firm CRD# 166717
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Austin V Kelly offer?
Austin V Kelly specializes in Investment Management, Fee-Only Advisory. Contact their office in BUFFALO, New York for a consultation.
What are Austin V Kelly's credentials?
Austin V Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Austin V Kelly located?
Austin V Kelly is based in BUFFALO, New York, working with MILESTONE WEALTH, LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.
How does Austin V Kelly charge for services?
Austin V Kelly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILESTONE WEALTH, LLC?
MILESTONE WEALTH, LLC has approximately 1 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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