Adam
Kalender
Milestone Asset Management Group, LLC
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About this Advisor
Adam Kalender is a financial advisor based in Pearl River, New York, working with Milestone Asset Management Group, LLC. Adam has previously held positions at Royal Alliance Associates, Inc, Madison Advisory Services, Inc, Lion Street Financial, and Milestone Asset Management Group, LLC. Adam has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Adam is part of Milestone Asset Management Group, LLC, which operates out of Pearl River, New York. 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
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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
Adam Kalender Work History
Milestone Asset Management Group, LLC
Lion Street Financial
Madison Advisory Services, Inc
Royal Alliance Associates, Inc
Disclosures
Please visit the SEC profile of Adam Kalender 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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