Milestones Private Investment Advisors LLC
Legal Name: MILESTONES PRIVATE INVESTMENT ADVISORS LLC
Full Contact Details
Milestones Private Investment Advisors LLC
375 WOODCLIFF DRIVE, FAIRPORT, NY
585-203-1956
Other Info
Milestones Private Investment Advisors LLC, a New York Limited Liability Company, specializes in providing advisory services to its two clients. With a team of two employees, both of whom serve in advisory roles, the firm's SEC status is listed as approved, and it was last registered on August 24, 2017.
Milestones Private Investment Advisors
top of page 585.203.1956CONTACT US_ . CLIENT LOGIN OVERVIEWABOUT USWHY CHOOSE MILESTONESLEADERSHIP TEAMFIDUCIARY ADVISERFEE-ONLY ADVISERCONCIERGE-LEVEL SERVICEOUR CLIENTSWHOM WE SERVECOAST TO COASTWEALTH MANAGEMENTSERVICES & PHILOSOPHYOUR PROCESSINVESTMENT MANAGEMENTSERVICES & PHILOSOPHYINVESTMENT S…
Direct Owners
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HEATHER ANN PROCTOR
CHIEF COMPLIANCE OFFICER AND PRINCIPAL owns more than 50% but less than 75%
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MARK THOMAS BUSCHER
MANAGING PRINCIPAL owns more than 50% but less than 75%