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Austin Catania

Milestone Asset Management, LLC

Germantown, MD

CRD 7720770

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Employer firm

Milestone Asset Management, LLC CRD 310441

$691M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Milestone Asset Management, Llc

8160 Perry Highway, Pittsburgh, PA 15237 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-14
  • MD RA
    APPROVED
    Since 2026-01-14

Branch Locations

20251 Century Blvd. Suite 425, Germantown, MD 20874 • 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
Amj Financial Wealth Management Llc Leesburg VA 03/2023 02/2025
Student Middletown VA 01/2016 08/2017
Mv Financial Bethesda MD 08/2020 04/2021
Andersen Mclean VA 04/2021 03/2023
Milestone Asset Management, Llc Germantown MD 01/2026 Present
Unemployed Middletown MD 02/2025 01/2026
Liberty University Lynchburg VA 08/2017 05/2020
  • 03/2023 → 02/2025
    Amj Financial Wealth Management Llc
    Leesburg, VA
  • 01/2016 → 08/2017
    Student
    Middletown, VA
  • 08/2020 → 04/2021
    Mv Financial
    Bethesda, MD
  • 04/2021 → 03/2023
    Andersen
    Mclean, VA
  • 01/2026 → Present
    Milestone Asset Management, Llc
    Germantown, MD
  • 02/2025 → 01/2026
    Unemployed
    Middletown, MD
  • 08/2017 → 05/2020
    Liberty University
    Lynchburg, VA
Previous Registrations
Other Businesses

I currently hold a Life and Health Insurance License in the state of Maryland.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-31
  • S65 Uniform Investment Adviser Law Examination
    2023-05-31

View on SEC IAPD

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KESTRA ADVISORY SERVICES, LLC · GERMANTOWN, MD
PEAK INVESTMENT ADVISORS, INC. · GERMANTOWN, MD
WELLS FARGO CLEARING SERVICES, LLC · GERMANTOWN, MD

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