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AU

Anthony J. Ustica

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CRD#: 2027309
AU

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Anthony James Ustica, who also goes by Anthony J Istica, Tony Ustica, was a registered financial professional .

Anthony is a previously registered financial professional and started their career in finance in 1990. Anthony had worked at 5 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anthony J Istica | Tony Ustica

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 4, 1998 - September 23, 2003

MILESTONE FINANCIAL SERVICES, INC.

BD
CRD#: 43295
BOHEMIA, NY
Past

May 18, 1992 - August 31, 1998

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
GARDEN CITY, NY
Past

July 17, 1991 - June 11, 1992

TUSCANY EQUITY MANAGEMENT CORPORATI0N

BD
CRD#: 20016
DEERFIELD BEACH, FL
Past

September 17, 1990 - September 19, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 17, 1990 - June 26, 1991

MADISON CHAPIN ASSOCS., INC.

BD
CRD#: 14483

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/26/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MF
MILESTONE FINANCIAL SERVICES, INC.
FIRST ACCESS INVESTMENT GROUP A DIVISION OF MILESTONE FINANCIAL | TRADING 2000 A DIVISION OF MILESTONE FINANCIAL SERVICES, INC. | MILESTONE FINANCIAL SERVICES, INC. | MILESTONE FINANCIAL SERVICES, INC

CRD#: 43295 / SEC#: , 8-50225

BD
Terminated by SEC on 12/02/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 04/10/1997
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MILESTONE FINANCIAL HOLDINGS, INC.100% SHAREHOLDER
KOPLEY, JAMES MICHAELFINOP1849072
SCHONBERG, MATTHEW JOSEPHPRESIDENT, CHIEF COMPLIANCE OFFICER, ROSFP2757635

Disclosures


Arbitration5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MILESTONE FINANCIAL SERVICES, INC.

CRD#: 43295

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