Eric S Birdsall

Employer firm

Milestone Consultants, Inc. CRD 286406

$17.9M regulatory AUM 20 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

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

Current Employers

Milestone Consultants, Inc.

Whitney Point, NY • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-31

NY RA
APPROVED

Since 2021-08-31

Branch Locations

Whitney Point, NY • 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
Cadaret, Grant & Co., Inc.	Webster	NY	02/2014	05/2017
Milestone Consultants, Inc.	Whitney Point	NY	04/2017	Present

02/2014 → 05/2017

Cadaret, Grant & Co., Inc.

Webster, NY
04/2017 → Present

Milestone Consultants, Inc.

Whitney Point, NY

Previous Registrations

2014-02-07 → 2017-05-02

Cadaret, Grant & Co., Inc.

Penfield, NY
2012-03-05 → 2014-02-12

Hornor, Townsend & Kent, Llc

Rochester, NY
2009-07-31 → 2011-07-25

Hsbc Securities (Usa) Inc.

Rochester, NY

Rochester, NY

Rochester, NY

Rochester, NY

Other Businesses

STRONGBACK HOLDING; NON-INVESTMENT RELATED; OWNER; SPENDS APPROX. 2 HRS/MONTH, 0 DURING TRADING; REAL ESTATE PROPERTY. ROTARY CLUB OF WHITNEY POINT; NON-INVESTMENT RELATED; VOLUNTEER; SPENDS APPROX. 20 HRS/MTH, SOME DURING TRADING HOURS. BOARD OF TRUSTEES VILLAGE OF WHITNEY POINT; NON-INVESTMENT RELATED; MEMBER; SPENDS APPROX 3HRS/MTH, 0 DURING TRADING.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-01-18

S66 Uniform Combined State Law Examination

2006-01-18

Other Names

Eric Birdsall

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