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MILESTONE INVESTMENT ADVISORS, LLC

MIDDLETON, WI · CRD 168429 · IAPD ↗ · milestoneia.com · 608-826-5730

$877.6MRegulatory AUM
7Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2024 — MILESTONE INVESTMENT ADVISORS, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — MILESTONE INVESTMENT ADVISORS, LLC now reports custody of client assets ($12.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.