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Peter Mark Grange

Milestone Asset Management, LLC

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About Peter Mark Grange

Peter Grange is a financial advisor with over 4 years of experience in the financial services industry. Peter has a background in insurance sales, which gives them a broad understanding of financial planning needs. Peter is registered with Milestone Asset Management, LLC, and is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Peter has expertise in providing financial planning services for individuals, families, and small businesses. They have experience working with clients of all income levels and have a particular passion for helping people achieve their long-term financial goals. Before joining Milestone Asset Management, LLC, Peter worked as a financial advisor at Principal Securities, Inc.

Firm Information

Peter Grange is currently registered with Milestone Asset Management, LLC. Milestone Asset Management, LLC is an investment advisory firm located in Pittsburgh, Pennsylvania. The firm provides financial planning, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, and other clients. The firm manages approximately $445,758,992 in assets for 2,750 clients.
Milestone Asset Management, LLC

8160 PERRY HIGHWAY

PITTSBURGH, PA 15237

$445.76M

Assets Under Management

11

Total Clients

5

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Peter Grange’s Registration & Firm History

MD

02/27/2024 - Present

Milestone Asset Management, LLC (GERMANTOWN MD)

MD

03/26/2021 - 11/02/2023

PRINCIPAL SECURITIES, INC. (Rockville MD)

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Licenses & Designations

BOTH

Issued 04/17/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/10/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Mark Grange.
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