Mark Thomas Buscher
Investment adviser representative at Milestones Private Investment Advisors LLC
17 yearsExperience
2 statesRegistered in
$222.6MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Milestones Private Investment Advisors LLCSep 2017 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Sep 2017
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Milestones Private Investment Advisors LLC
$222.6MAssets managed
254Clients
2Advisers
9 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
- 4774058
- Firm CRD
- 289116