Best Investors Account Sign in
Inactive

Amy Lynn Fogle

Milestone Group Ventures, LLC

Buffalo, NY

Claim This Profile
Current Employers
Milestone Group Ventures, Llc

50 Fountain Plaza, Suite 1300, Buffalo, NY 14202 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-11-09
  • NY RA
    APPROVED
    Since 2022-11-09

Branch Locations

50 Fountain Plaza, Suite 1300, Buffalo, NY 14202 • 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
OrganizationCityStateFromTo
Nottingham Advisors Buffalo NY 06/2013 07/2019
Sweetwork Confections Llc Cheektowaga NY 07/2019 03/2020
Milestone Wealth, Llc New York NY 03/2020 11/2022
Milestone Consulting, Llc Buffalo NY 03/2020 06/2022
Milestone Group Ventures, Llc Buffalo NY 09/2022 Present
Milestone Group Ventures, Llc Buffalo NY 10/2022 Present
  • 06/2013 → 07/2019
    Nottingham Advisors
    Buffalo, NY
  • 07/2019 → 03/2020
    Sweetwork Confections Llc
    Cheektowaga, NY
  • 03/2020 → 11/2022
    Milestone Wealth, Llc
    New York, NY
  • 03/2020 → 06/2022
    Milestone Consulting, Llc
    Buffalo, NY
  • 09/2022 → Present
    Milestone Group Ventures, Llc
    Buffalo, NY
  • 10/2022 → Present
    Milestone Group Ventures, Llc
    Buffalo, NY
Previous Registrations
  • 2021-09-08 → 2023-07-28
    Milestone Wealth, Llc
    Buffalo, NY
Other Names
  • Amy Lynn Saeva

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORTH WOODS WEALTH MANAGEMENT
COURIER CAPITAL, LLC
COMMONWEALTH FINANCIAL NETWORK
EUDAIMONIA WEALTH
DELAWARE AVENUE ADVISORS INC.
GRENDA GROUP

Other Investors

JAMES CLARK MADAN
SEAN ANTHONY SIRACUSA
Joshua Charles Rohrer
Anthony Pandolfi
ANDREW PATRICK DURFEE
Beau Riggs
Jeremy Tilton Wadsworth
WILLIAM BARRETT WADSWORTH

Other Offices

LPL FINANCIAL LLC · BUFFALO, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Buffalo, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Buffalo, NY
NORTH WOODS WEALTH MANAGEMENT · BUFFALO, NY
COURIER CAPITAL, LLC · BUFFALO, NY
COMMONWEALTH FINANCIAL NETWORK · BUFFALO, NY
EUDAIMONIA WEALTH · BUFFALO, NY
DELAWARE AVENUE ADVISORS INC. · BUFFALO, NY

More in Buffalo, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor