MILESTONES PRIVATE INVESTMENT ADVISORS LLC

FAIRPORT, New York·2 registered advisors·CRD# 289116
SEC# 801-1110430585-203-1956
01

Firm Overview

AUM
$175M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MILESTONES PRIVATE INVESTMENT ADVISORS LLC

2 registered advisors
Heather Ann Proctor
FAIRPORT, New York
Mark Thomas Buscher
FAIRPORT, New York
05

Office Locations

FAIRPORT, New York
2 advisors

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Data sourced from SEC Form ADV filings. MILESTONES PRIVATE INVESTMENT ADVISORS LLC (CRD# 289116) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.