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Heather Ann Proctor

MILESTONES PRIVATE INVESTMENT ADVISORS LLC·FAIRPORT, New York
Unclaimed Profile
375 WOODCLIFF DRIVE, FAIRPORT, NY 14450CRD# 2320887Firm CRD# 289116
01

About

Heather Ann Proctor is a registered financial advisor based in FAIRPORT, New York, affiliated with MILESTONES PRIVATE INVESTMENT ADVISORS 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
MILESTONES PRIVATE INVESTMENT ADVISORS LLC
MILESTONES PRIVATE INVESTMENT ADVISORS LLC
AUM
$175M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MILESTONES PRIVATE INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2320887
Firm CRD# 289116
No disclosures on file
View on FINRA BrokerCheck →

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05

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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