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Laura Fetto

Milestone Group Ventures, LLC

Buffalo, NY

CRD 7395307

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Employer firm

Milestone Group Ventures, LLC CRD 323618

Reported services (Item 5G)

  • SOLICITOR REFERRAL ARRANGEMENT

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

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
Milestone Consulting Buffalo NY 03/2018 06/2022
Milestone Wealth, Llc Buffalo NY 07/2018 11/2022
Unemployed Buffalo NY 02/2014 01/2018
Milestone Group Ventures, Llc Buffalo NY 10/2022 Present
  • 03/2018 → 06/2022
    Milestone Consulting
    Buffalo, NY
  • 07/2018 → 11/2022
    Milestone Wealth, Llc
    Buffalo, NY
  • 02/2014 → 01/2018
    Unemployed
    Buffalo, NY
  • 10/2022 → Present
    Milestone Group Ventures, Llc
    Buffalo, NY
Previous Registrations
  • 2021-08-02 → 2023-07-28
    Milestone Wealth, Llc
    Buffalo, NY

View on SEC IAPD

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