RIA Intelligence

MILESTONE WEALTH ADVISORS, INC.

CRD #149667 SEC #801-108449 GREENVILLE, DE 302-351-1988
SEC Registered
Total AUM
$65.2M
Discretionary
$65.2M
Employees
3
Clients
1
Accounts
262

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 3, 2018
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LAMARCHE, LISA, MIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
LAMARCHE, LISA, MIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
LAMARCHE, LISA, MIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
LAMARCHE, LISA, MIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
LAMARCHE, LISA, MIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
LAMARCHE, LISA, MIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
LAMARCHE, LISA, MIPRESIDENTD Control
LAMARCHE, LISA, MIPRESIDENTD Control
LAMARCHE, LISA, MIPRESIDENTD Control
SICURANZA, MICHAEL, JOSEPHISECRETARY, CHIEF COMPLIANCE OFFICERD Control
SICURANZA, MICHAEL, JOSEPHISECRETARY, CHIEF COMPLIANCE OFFICERD Control
SICURANZA, MICHAEL, JOSEPHISECRETARY, CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
May 3, 2018 REGISTERED

Notice Filings (5)

DE MD NJ PA VA

Address

3701 KENNETT PIKE
SUITE 300
GREENVILLE, DE 19807
United States
Phone: 302-351-1988