Unclaimed Profile

Heather Ann Proctor

MILESTONES PRIVATE INVESTMENT ADVISORS LLC·FAIRPORT, New York

SIE, Series 7, Series 24, Series 31, Series 63, Series 65Clean record16 years registeredMILESTONES PRIVATE INVESTMENT ADVISORS LLC

375 WOODCLIFF DRIVE, FAIRPORT, NY 14450CRD# 2320887Firm CRD# 289116

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Heather Ann Proctor · FAIRPORT, NY

Registration

CRD #2320887 · MILESTONES PRIVATE INVESTMENT ADVISORS LLC · 16 years registered

Brand Profile

Not yet started

Career History

MILESTONES PRIVATE INVESTMENT ADVISORS LLC

Mar 2019 – present

WELLS FARGO CLEARING SERVICES, LLC

Nov 2009 – Sep 2017

PITTSFORD, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · November 10, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MILESTONES PRIVATE INVESTMENT ADVISORS LLC

CRD 289116 · SEC 801-111043

AUM

$175M

Regulatory assets under management

Employees

682 client accounts

Services offered by MILESTONES PRIVATE INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MILESTONES PRIVATE INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Heather Ann Proctor offer?

Heather Ann Proctor specializes in Financial Planning, Investment Management. Contact their office in FAIRPORT, New York for a consultation.

What are Heather Ann Proctor's credentials?

Heather Ann Proctor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heather Ann Proctor located?

Heather Ann Proctor is based in FAIRPORT, New York, working with MILESTONES PRIVATE INVESTMENT ADVISORS LLC. Their office serves clients in the FAIRPORT metropolitan area and surrounding communities.

How does Heather Ann Proctor charge for services?

Heather Ann Proctor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MILESTONES PRIVATE INVESTMENT ADVISORS LLC?

MILESTONES PRIVATE INVESTMENT ADVISORS LLC has approximately 3 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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