MILESTONE WEALTH, LLC of BUFFALO, NY is an SEC-registered investment adviser (CRD 166717). Regulatory assets under management: $102.9M.
| Name | Role | Location |
|---|---|---|
| SMITH MATTHEW MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| BAIR JOHN THEODORE | MANAGING MEMBER; MEMBER; PRESIDENT (+1 more) | — |
| Fogle AMY LYNN | MEMBER | — |
| KELLY AUSTIN V | MANAGER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |