Unclaimed Profile

Mary Kay Zastrow

MILESTONE ADVISORY PARTNERS, LLC·SOUTHERN PINES, North Carolina

SIE, Series 7, Series 63, Series 65Clean record17 years registeredMILESTONE ADVISORY PARTNERS, LLC

103 BRADFORD VILLAGE COURT, SOUTHERN PINES, NC 28387CRD# 4842689Firm CRD# 277120

Profile Verification

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

Identity

Mary Kay Zastrow · SOUTHERN PINES, NC

Registration

CRD #4842689 · MILESTONE ADVISORY PARTNERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

NEWEDGE ADVISORS

Nov 2023 – present

MILESTONE ADVISORY PARTNERS, LLC

Oct 2015 – Oct 2023

SOUTHERN PINES, NC

WELLS FARGO ADVISORS, LLC

Nov 2008 – Oct 2015

PINEHURST, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 11, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MILESTONE ADVISORY PARTNERS, LLC

CRD 277120 · SEC 801-106642

AUM

$263M

Regulatory assets under management

Employees

622 client accounts

Services offered by MILESTONE ADVISORY PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MILESTONE ADVISORY PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Mary Kay Zastrow offer?

Mary Kay Zastrow specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SOUTHERN PINES, North Carolina for a consultation.

What are Mary Kay Zastrow's credentials?

Mary Kay Zastrow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Kay Zastrow located?

Mary Kay Zastrow is based in SOUTHERN PINES, North Carolina, working with MILESTONE ADVISORY PARTNERS, LLC. Their office serves clients in the SOUTHERN PINES metropolitan area and surrounding communities.

How does Mary Kay Zastrow charge for services?

Mary Kay Zastrow'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 ADVISORY PARTNERS, LLC?

MILESTONE ADVISORY PARTNERS, LLC has approximately 4 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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