MILESTONES PRIVATE INVESTMENT ADVISORS LLC of FAIRPORT, NY is an SEC-registered investment adviser (CRD 289116). Regulatory assets under management: $222.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
| 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 | — |