Austin Catania
Investment adviser representative at Milestone Asset Management, LLC
10 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
10 years in the industry.
- Milestone Asset Management, LLCJan 2026 to now
- UnemployedFeb 2025 to Jan 2026
- Amj Financial Wealth Management LLCMar 2023 to Feb 2025
- AndersenApr 2021 to Mar 2023
- Mv FinancialAug 2020 to Apr 2021
- Liberty UniversityAug 2017 to May 2020
- StudentJan 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7720770
- Firm CRD
- 310441