Thomas Brian Hayes
Investment adviser representative at Milestone Asset Management, LLC
19 yearsExperience
2 statesRegistered in
$690.7MFirm assets
5 yearsFirm in business
Are you Thomas Brian Hayes? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Milestone Asset Management, LLCSep 2020 to now
- Brookstone Capital ManagementJan 2008 to now
- Hayes Advisory GroupAug 2002 to now
- Alphastar Capital Management, LLCMar 2021 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (IN, PA).
Milestone Asset Management, LLC
$690.7MAssets managed
1,359Clients
11Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2515869
- Firm CRD
- 310441