Mary Kay Zastrow

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2015 → 05/2025
  Milestone Advisory Partners
  Southern Pines, NC
• 11/2023 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2015-10-05 → 2023-10-30
  Milestone Advisory Partners, Llc
  Southern Pines, NC
• 2008-11-11 → 2015-10-15
  Wells Fargo Clearing Services, Llc
  Pinehurst, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-03
• S63 Uniform Securities Agent State Law Examination
  2004-12-20

Designations

• Certified Financial Planner

Other Names

• Mary Zastrow Breasseale