Colin Charles joseph Barcley
Investment adviser representative at Milestone Asset Management, LLC
12 yearsExperience
1 stateRegistered in
$690.7MFirm assets
5 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 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
12 years in the industry.
- Milestone Asset Management, LLCNov 2022 to now
- Csenge Advisory Group, LLCOct 2019 to Oct 2022
- Financial Success Strategies, LLCOct 2019 to Oct 2022
- Conscious CapitalJun 2014 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 6647371
- Firm CRD
- 310441