MILESTONE WEALTH ADVISORS, INC.
MILESTONE WEALTH ADVISORS, INC. of GREENVILLE, DE is an SEC-registered investment adviser (CRD 149667). Regulatory assets under management: $65.2M.
Registration
- CRD: 149667
- SEC file number: 801-108449
- Type: Registered investment adviser
- Location: 3701 KENNETT PIKE, SUITE 300, GREENVILLE, DE, 19807
- Phone: 302-351-1988
- Latest filing: 2018-08-22
- Regulatory AUM: $65.2M
- Discretionary AUM: $65.2M
- Clients: 3
- Accounts: 262
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| SICURANZA MICHAEL JOSEPH | SECRETARY, CHIEF COMPLIANCE OFFICER | — |
| LAMARCHE LISA M | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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