Richard
Lopresti
Milestone Asset Management Group, LLC
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About this Advisor
Richard Lopresti is a financial advisor based in Avon, Connecticut, working with Milestone Asset Management Group, LLC. Richard has previously held positions at Baker Avenue Asset Management Lp, Edward Jones, and Milestone Asset Management Group, LLC. Richard has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Richard is part of Milestone Asset Management Group, LLC, which operates out of Avon, Connecticut. The firm has 2 offices and 3 employees. The firm manages assets totaling $157.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Milestone Asset Management Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Milestone Asset Management Group, LLC Brokerage Details
$157,797,769
3
481
$328,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Richard Lopresti Work History
Milestone Asset Management Group, LLC
Edward Jones
N/A
Baker Avenue Asset Management Lp
Disclosures
Please visit the SEC profile of Richard Lopresti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Milestone Asset Management Group, LLC
Avon, CT
Avon, CT
Pearl River, NY
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