Angel C. Mcclarey

MILESTONE INVESTMENT ADVISORS

Middleton, WI 53562

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CRD#: 2488991

Professional summary

Angel Chow Mcclarey, CFP®, who also goes by Pui Ling Angel Chow, Puiling Angel Chow, is a registered financial advisor currently at MILESTONE INVESTMENT ADVISORS, LLC located in Middleton, Wisconsin.

Angel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Angel has worked at 8 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pui Ling Angel Chow | Puiling Angel Chow

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) - RIA

Click below to view Angel Chow Mcclarey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

October 3, 2013 - Present

MILESTONE INVESTMENT ADVISORS, LLC

Office #1: 6702 Stonefield Road Suite 201, Middleton, WI 53562

RIA

CRD#: 168429

Middleton, WI

Past

May 28, 2013 - September 27, 2013

SHOREWOOD INVESTMENT ADVISORS

RIA

CRD#: 167920

MADISON, WI

Past

June 21, 2001 - February 23, 2010

ACS SECURITIES CORP.

CRD#: 16606

MADISON, WI

Past

June 15, 2001 - June 14, 2007

ACS INVESTMENT ADVISORS INC

RIA

CRD#: 106061

MADISON , WI

Past

May 7, 1998 - June 12, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

February 20, 1996 - August 7, 1996

KEY INVESTMENTS INC.

CRD#: 15873

CLEVELAND, OH

Past

November 2, 1995 - February 20, 1996

FIRST SECURITIES NORTHWEST, INC.

CRD#: 14627

MILWAUKIE, OR

Past

June 22, 1994 - July 18, 1995

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MILESTONE INVESTMENT ADVISORS, LLC

CRD#: 168429 / SEC#: 801-78337

RIA

Registered Investment Advisory firm - (7/11/2013 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/19/2014)

IAR

Florida
(7/15/2014)

IAR

Minnesota
(1/19/2015)

IAR

Washington
(8/18/2015)

IAR

Wisconsin
(10/3/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/1/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/20/1994

General Securities Representative Examination

Current Firm

MILESTONE INVESTMENT ADVISORS, LLC

CRD#: 168429 / SEC#: 801-78337

RIA

Registered Investment Advisory firm - (7/11/2013 Approved)

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Contact information

Main Address

6702 Stonefield Road Suite 201, Middleton, WI 53562

Mailing Address

Phone number

(608) 826-5730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/4/2025)

Regulatory assets under management

Total Number of Accounts	1,247
AUM (Assets Under Management)	$ 824,244,648

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.

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Angel C. Mcclarey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angel Chow Mcclarey's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHOREWOOD INVESTMENT ADVISORS

ACS SECURITIES CORP.

ACS INVESTMENT ADVISORS INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

KEY INVESTMENTS INC.

FIRST SECURITIES NORTHWEST, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

MILESTONE INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/1/1994

Series 7

Date: 6/20/1994

Current Firm

MILESTONE INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILESTONE INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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