Danielle Elandra Barbato

Employer firm

Milestone Asset Management Group, LLC CRD 282896

$309M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2013 → 05/2017
  Saint Michaels College
  Colchester, VT
• 01/2011 → 01/2017
  Red Lion Inn
  Stockbridge, MA
• 06/2017 → 12/2017
  Headwaters Mb
  Burlington, VT
• 01/2018 → 08/2018
  Capstone Headwaters
  Burlington, VT
• 02/2017 → 05/2017
  Unemployed
  Stockbridge, MA
• 09/2018 → 04/2022
  Charles Schwab & Co., Inc.
  Mystic, CT
• 02/2023 → 07/2024
  New England Private Wealth Advisors, Llc
  Wellesley, MA
• 04/2022 → 11/2022
  Amon & Associates
  Glastonbury, CT
• 09/2024 → Present
  Milestone Asset Management Group, Llc
  Avon, CT

Previous Registrations

• 2024-05-22 → 2024-08-05
  New England Private Wealth Advisors, Llc
  Wellesley, MA
• 2022-04-08 → 2022-12-02
  Osaic Fa, Inc.
  Glastonbury, CT
• 2020-10-29 → 2022-04-21
  Charles Schwab & Co., Inc.
  Mystic, CT

Other Businesses

DANIELLE BARBATO; 10 COMMERCE STREET, GLASTENBURY CT 06033; CATEGORY: NOTARY PULBLIC; INVESTMENT RELATED: NO; TITLE: NOTARY; DUTIES: NOTARIZE; START DATE: 07/29/20; HOURS PER MONTH: 1; HOURS PER MONTH DURING TRADING HOURS: 1

Exams

• S66 Uniform Combined State Law Examination
  2020-10-29

Designations

• Certified Financial Planner

Other Names

• Danielle Elandra Barbato
• Danielle Elandra Barbato
• Danielle Barbato