Adam Benjamin Kalender
Investment adviser representative at Milestone Asset Management Group, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$309MFirm assets
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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
Experience
19 years in the industry.
- Milestone Asset Management Group, LLCJun 2023 to now
- Self EmployedNov 2007 to now
- Lion Street FinancialAug 2021 to May 2023
- Madison Advisory Services, Inc.May 2014 to May 2023
- Royal Alliance Associates, Inc.Apr 2008 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NY).
Milestone Asset Management Group, LLC
$309MAssets managed
214Clients
4Advisers
3 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
- 2953227
- Firm CRD
- 282896