Mary
Zastrow
Milestone Advisory Partners, LLC
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About this Advisor
Mary Zastrow is a financial advisor operating out of Southern Pines, North Carolina with 8 years of industry experience. Zastrow works at Milestone Advisory Partners, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC and Milestone Advisory Partners. Zastrow maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Milestone Advisory Partners, LLC is a financial advisory firm that has its headquarters in Southern Pines, NC. It controls $263 million in assets under management across its 622 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 622 client accounts, just 10% belong to high-net-worth investors who have at least $1 million in investable assets. The company offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees are based on the type of services provided. Fees charged by Milestone Advisory Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Milestone Advisory Partners, LLC Brokerage Details
$263,186,238
4
622
$423,129
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Mary Zastrow Work History
Mary has been registered as a financial advisor for 8 years.*
Milestone Advisory Partners
Wells Fargo Advisors LLC
*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 Mary Zastrow 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 Advisory Partners, LLC
Southern Pines, NC
Southern Pines, NC
Southern Pines, NC
Southern Pines, NC
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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