# MILESTONES PRIVATE INVESTMENT ADVISORS LLC

MILESTONES PRIVATE INVESTMENT ADVISORS LLC of FAIRPORT, NY is an SEC-registered investment adviser.

## Registration

- CRD: 289116
- Type: SEC-registered investment adviser
- SEC file number: 801-111043
- Location: 375 WOODCLIFF DRIVE, FAIRPORT, NY, 14450
- Phone: 585-203-1956
- Latest filing: 2026-02-26
- Regulatory AUM: $222.6M
- Discretionary AUM: $142.6M
- Non-discretionary AUM: $80.0M
- Clients: 3
- Accounts: 677

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Heather Ann Proctor | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | — |
| Mark Thomas Buscher | MANAGING PRINCIPAL | — |
| ZGRAJEWICZ EMILIE SWAYZE | MANAGING MEMBER/CCO | — |
| PROCTOR HEATHER ANN | CHIEF COMPLIANCE OFFICER AND PRINCIPAL; MANAGING MEMBER/CCO | — |
| BUSCHER MARK THOMAS | MANAGING MEMBER; MANAGING PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289116/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289116/similar
- Related entities: https://search.stillhousedata.com/firm/289116/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289116

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.