Unclaimed Profile

Mark Thomas Buscher

MILESTONES PRIVATE INVESTMENT ADVISORS LLC·FAIRPORT, New York

SIE, Series 7, Series 31, Series 66Clean record20 years registeredMILESTONES PRIVATE INVESTMENT ADVISORS LLC

375 WOODCLIFF DRIVE, FAIRPORT, NY 14450CRD# 4774058Firm CRD# 289116

Profile Verification

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

Identity

Mark Thomas Buscher · FAIRPORT, NY

Registration

CRD #4774058 · MILESTONES PRIVATE INVESTMENT ADVISORS LLC · 20 years registered

Brand Profile

Not yet started

Career History

MILESTONES PRIVATE INVESTMENT ADVISORS LLC

Jun 2019 – present

WELLS FARGO CLEARING SERVICES, LLC

Jan 2008 – Sep 2017

PITTSFORD, NY

A. G. EDWARDS & SONS, INC.

Mar 2006 – Jan 2008

PITTSFORD, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · March 21, 2006

Years registered · 20

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 Mark Thomas Buscher offer?

Mark Thomas Buscher specializes in Financial Planning, Investment Management. Contact their office in FAIRPORT, New York for a consultation.

What are Mark Thomas Buscher's credentials?

Mark Thomas Buscher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Thomas Buscher located?

Mark Thomas Buscher 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 Mark Thomas Buscher charge for services?

Mark Thomas Buscher'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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