Milestone Asset Management Group, LLC

CRD 282896 · Avon, CT · $309.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 282896
SEC number: 801-128334
Firm type: RIA
Assets under management: $309.0M as of Jan 15, 2026
Website: www.facebook.com/MilestoneAMG ↗
Phone: 860-259-4800
Address: 302 West Main Street, Avon, CT, 06001

Advisors at this firm

4 in our index · page 1 of 1

Danielle Elandra BarbatoCRD 6916743 · Avon, CT

IA RegisteredRegistration inactive
Adam Benjamin KalenderCRD 2953227 · Pearl River, NY

IA RegisteredRegistration inactive
Richard C LoprestiCRD 4297910 · Avon, CT

IA RegisteredRegistration inactive
Michael V MezheritskiyCRD 4216984 · Avon, CT

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 282896 ↗ FINRA BrokerCheck record for firm CRD 282896 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.