Fredrick William Fisher

Employer firm

Milestone Investments, Inc. CRD 47090

$277M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2001 → Present
  Milestone Investments, Inc.
  Charlotte, NC

Other Businesses

Fredrick W. Fisher, 10700 Sikes Place, Suite 315, Charlotte NC 28277, independent licensed insurance agent, 7/1999 to current, offering life, health and disability insurance sales and service through unaffiliated insurance companies, investment related, approximately 5 - 10 hours per week.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-28
• S63 Uniform Securities Agent State Law Examination
  1999-07-02

Designations

• Chartered Financial Consultant

Other Names

• Fred Fisher