John
Bair

Milestone Wealth, LLC

CRD#4163278
Investment Advisor
in Buffalo, NY

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About this Advisor

John Bair is a financial advisor operating in Buffalo, New York with 2 years of relevant experience. Bair is on the advisory team at Milestone Wealth, LLC. Their career trajectory has included roles at Milestone Consulting, Milestone Wealth, LLC, Milestone Group Ventures, LLC, The Milestone Charitable Foundation, Inc, Crowfly LLC and Legalexaminer.Com. Bair holds Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to work in New York. Milestone Wealth, LLC is a business based in Buffalo, NY. It handles $95 million in assets under management between its 171 accounts, placing it among the smaller firms in the nation by assets under management. Of its 171 client accounts, 15% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely vary depending on which services are offered. However, fees billed by Milestone Wealth, LLC likely are comprised of some blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

737 Main Street, Suite 100
Buffalo, NY 14203

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Milestone Wealth, LLC Brokerage Details

Total Assets Under Management

$95,069,757

NY Average: $7,464,549,021
Total Number of Employees

4

NY Average: 88
Total Number of Accounts

171

NY Average: 3,892
Average Account Size

$555,963

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Bair Work History

John has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Milestone Group Ventures, LLC

2016 - Present (8 years)

The Milestone Charitable Foundation, Inc

2017 - 2022 (5 years)

Crowfly LLC

2013 - 2022 (9 years)

Milestone Wealth, LLC

2012 - 2021 (9 years)

Legalexaminer.Com

2011 - 2022 (11 years)

Milestone Consulting

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Bair 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 Wealth, LLC

John Bair
Buffalo, NY
Amy Fogle
Buffalo, NY
Laura Fetto
Buffalo, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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