Cory Michael Sarkisian
Investment adviser representative at Milestone Financial Planning, LLC
11 yearsExperience
1 stateRegistered in
$590.3MFirm assets
10 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
Experience
11 years in the industry.
- Milestone Financial Planning, LLCApr 2026 to now
- UnemployedJun 2025 to Mar 2026
- US NavySep 2015 to May 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NH).
Milestone Financial Planning, LLC
$590.3MAssets managed
257Clients
12Advisers
10 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
- 8258926
- Firm CRD
- 283439