MILESTONES PRIVATE INVESTMENT ADVISORS LLC
CRD #289116 SEC #801-111043 FAIRPORT, NY 585-203-1956
SEC Registered
Total AUM
$198.1M
Discretionary
$105M
Employees
3
Clients
10
Accounts
666
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ZGRAJEWICZ, EMILIE, SWAYZE | I | MANAGING MEMBER/CCO | E | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING MEMBER | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| BUSCHER, MARK, THOMAS | I | MANAGING PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | MANAGING MEMBER/CCO | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| PROCTOR, HEATHER, ANN | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (6)
DE FL NE NH NY TX
Address
375 WOODCLIFF DRIVEFAIRPORT, NY 14450
United States
Phone: 585-203-1956