Unclaimed Profile

Angel Chow Mcclarey

MILESTONE INVESTMENT ADVISORS, LLC·MIDDLETON, Wisconsin

Series 7, Series 63Clean record25 years registeredMILESTONE INVESTMENT ADVISORS, LLC

6702 STONEFIELD ROAD, MIDDLETON, WI 53562CRD# 2488991Firm CRD# 168429

Profile Verification

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

Identity

Angel Chow Mcclarey · MIDDLETON, WI

Registration

CRD #2488991 · MILESTONE INVESTMENT ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

MILESTONE INVESTMENT ADVISORS, LLC

Oct 2013 – present

SHOREWOOD INVESTMENT ADVISORS

May 2013 – Sep 2013

MADISON, WI

ACS INVESTMENT ADVISORS INC

Jun 2001 – Jun 2007

MADISON, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · June 15, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MILESTONE INVESTMENT ADVISORS, LLC

CRD 168429 · SEC 801-78337

AUM

$783M

Regulatory assets under management

Employees

1,233 client accounts

Services offered by MILESTONE 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 MILESTONE INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Angel Chow Mcclarey offer?

Angel Chow Mcclarey specializes in Financial Planning, Investment Management. Contact their office in MIDDLETON, Wisconsin for a consultation.

What are Angel Chow Mcclarey's credentials?

Angel Chow Mcclarey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Angel Chow Mcclarey located?

Angel Chow Mcclarey is based in MIDDLETON, Wisconsin, working with MILESTONE INVESTMENT ADVISORS, LLC. Their office serves clients in the MIDDLETON metropolitan area and surrounding communities.

How does Angel Chow Mcclarey charge for services?

Angel Chow Mcclarey's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MILESTONE INVESTMENT ADVISORS, LLC?

MILESTONE INVESTMENT ADVISORS, LLC has approximately 6 employees and manages $783M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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