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Michael V Mezheritskiy

Milestone Asset Management Group, LLC

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About Michael V Mezheritskiy

Michael Mezheritskiy is an investment advisor representative with Milestone Asset Management Group, LLC. Michael has been in the industry since 2000. Michael is registered with the state of Connecticut and New York. Michael has a Series 6, 7, 63, and 65. Michael specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisers. Michael is also the Host and Writer for the podcast "Fresh Perspective Planning" which may cover certain financial topics but is designed to be general in nature.

Firm Information

Michael Mezheritskiy is currently registered with Milestone Asset Management Group, LLC. Milestone Asset Management Group, LLC is an investment advisor headquartered in Avon, CT. The firm manages approximately $222,581,415 in assets for individuals, high-net-worth individuals, and pension and profit-sharing plans. They offer financial planning, portfolio management for individuals, and selection of other advisors.
Milestone Asset Management Group, LLC

302 WEST MAIN STREET

AVON, CT 06001

$222.58M

Assets Under Management

3

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Mezheritskiy’s Registration & Firm History

CT

04/18/2023 - Present

Milestone Asset Management Group, LLC (AVON CT)

CT

07/01/2013 - 06/06/2014

LPL FINANCIAL LLC (FARMINGTON CT)

CT

07/29/2005 - 06/24/2013

FIDELITY BROKERAGE SERVICES LLC (WEST HARTFORD CT)

RI

07/17/2000 - 08/01/2005

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 12/20/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2004

Series 7 - General Securities Representative Examination

BC

Issued 07/14/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael V Mezheritskiy.
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