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MILESTONES PRIVATE INVESTMENT ADVISORS LLC

FAIRPORT, NY · CRD 289116 · IAPD ↗ · milestones-advisors.com · 585-203-1956

$222.6MRegulatory AUM
2Advisory reps
3Employees
1Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — MILESTONES PRIVATE INVESTMENT ADVISORS LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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