Adam Benjamin Kalender

Employer firm

Milestone Asset Management Group, LLC CRD 282896

$309M regulatory AUM 3 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Milestone Asset Management Group, Llc

302 West Main Street Suite 206, Avon, CT 06001 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-06-01

NY RA
APPROVED

Since 2023-06-01

Branch Locations

1 Blue Hill Plaza, Suite #1509, Pearl River, NY 10965 • United States

302 West Main Street Suite 206, Avon, CT 06001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Self Employed	New York	NY	11/2007	Present
Royal Alliance Associates, Inc.	New York	NY	04/2008	08/2021
Madison Advisory Services, Inc.	White Plains	NY	05/2014	05/2023
Lion Street Financial	West Harrison	NY	08/2021	05/2023
Milestone Asset Management Group, Llc	Avon	CT	06/2023	Present

11/2007 → Present

Self Employed

New York, NY
04/2008 → 08/2021

Royal Alliance Associates, Inc.

New York, NY
05/2014 → 05/2023

Madison Advisory Services, Inc.

White Plains, NY
08/2021 → 05/2023

Lion Street Financial

West Harrison, NY
06/2023 → Present

Milestone Asset Management Group, Llc

Avon, CT

Previous Registrations

2014-06-05 → 2023-06-02

Madison Advisory Services, Inc.

White Plains, NY
2018-03-14 → 2021-08-05

Osaic Wealth, Inc.

New York, NY

White Plains, NY
2001-11-05 → 2003-12-01

Voya Financial Advisors, Inc.

White Plains, NY

Other Businesses

1) ADAM KALENDER POSITION: Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/07/2014 ADDRESS: 655 Third Ave, Suite 900, New York NY 10017, United States DESCRIPTION: Broker property and casualty 2) AMERICAN BUSINESS INC. POSITION: Agent NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 04/01/2008 ADDRESS: 655 Third Ave, Suite 900, New York NY 10017, United States DESCRIPTION: Broker life insurance, disability insurance, long term care insurance medical benefits 3) ROCKLAND BOCES POSITION: Instructor NATURE: Educational organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/20/2019 ADDRESS: 65 Parrott Rd, West Nyack NY 10994, United States DESCRIPTION: Instructor for adult education retirement planning workshops

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-08-09
S63	Uniform Securities Agent State Law Examination	1997-10-15

S65 Uniform Investment Adviser Law Examination

1999-08-09
S63 Uniform Securities Agent State Law Examination

1997-10-15

Designations

Certified Financial Planner

Other Names

Adam Kalender

View on SEC IAPD