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Angel Chow Mcclarey

Milestone Investment Advisors, LLC

Middleton, WI

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Current Employers
Milestone Investment Advisors, Llc

6702 Stonefield Road Suite 201, Middleton, WI 53562 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2015-08-18
MN RA APPROVED 2015-01-19
CA RA APPROVED 2014-08-19
FL RA APPROVED 2014-07-15
WI RA APPROVED 2013-10-03
  • WA RA
    APPROVED
    Since 2015-08-18
  • MN RA
    APPROVED
    Since 2015-01-19
  • CA RA
    APPROVED
    Since 2014-08-19
  • FL RA
    APPROVED
    Since 2014-07-15
  • WI RA
    APPROVED
    Since 2013-10-03

Branch Locations

6702 Stonefield Road Suite 201, Middleton, WI 53562 • 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 Investment Advisers Llc Madison WI 10/2013 Present
  • 10/2013 → Present
    Milestone Investment Advisers Llc
    Madison, WI
Previous Registrations
  • 2013-05-28 → 2013-09-27
    Shorewood Investment Advisors
    Madison, WI
  • 2001-06-15 → 2007-06-14
    Acs Investment Advisors Inc
    Madison , WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-07-01
  • S63 Uniform Securities Agent State Law Examination
    1994-07-01
Designations
Other Names
  • Puiling Angel Chow
  • Pui Ling Angel Chow

View on SEC IAPD

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Other Investors

JOHN-THOMAS PETREE
BRIAN VETROVEC
JAMES P SOLBERG
JACK DRANEY
BRANDON JOHN GASSER
ALEX DAVID BROST
MICHELLE ROSALYN TODD
ALINA M. ANDRECAN

Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI

More in Middleton, WI

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