Adam B. Kalender

MILESTONE ASSET MANAGEMENT GROUP

Pearl River, NY 10965

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CRD#: 2953227

Professional summary

Adam Benjamin Kalender, CFP®, who also goes by Adam Kalender, is a registered financial advisor currently at MILESTONE ASSET MANAGEMENT GROUP, LLC located in Pearl River, New York.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Adam has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam Kalender

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.

1) ADAM KALENDER POSITION: Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/07/2014 ADDRESS: 655 Third Ave, Suite 900, New York NY 10017, United States DESCRIPTION: Broker property and casualty 2) AMERICAN BUSINESS INC. POSITION: Agent NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 04/01/2008 ADDRESS: 655 Third Ave, Suite 900, New York NY 10017, United States DESCRIPTION: Broker life insurance, disability insurance, long term care insurance medical benefits 3) ROCKLAND BOCES POSITION: Instructor NATURE: Educational organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/20/2019 ADDRESS: 65 Parrott Rd, West Nyack NY 10994, United States DESCRIPTION: Instructor for adult education retirement planning workshops

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Benjamin Kalender'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: 2006

Experience

Current

June 1, 2023 - Present

MILESTONE ASSET MANAGEMENT GROUP, LLC

Office #1: 1 Blue Hill Plaza, Suite #1509, Pearl River, NY 10965

RIA

CRD#: 282896

Pearl River, NY

Past

August 2, 2021 - June 2, 2023

LION STREET FINANCIAL, LLC

CRD#: 165828

WHITE PLAINS, NY

Past

March 14, 2018 - August 5, 2021

OSAIC WEALTH, INC.

RIA

CRD#: 23131

WHITE PLAINS, NY

Past

June 5, 2014 - June 2, 2023

MADISON ADVISORY SERVICES, INC.

RIA

CRD#: 132386

WHITE PLAINS, NY

Past

April 21, 2008 - August 5, 2021

OSAIC WEALTH, INC.

CRD#: 23131

WHITE PLAINS, NY

Past

January 1, 2005 - November 19, 2007

HSBC SECURITIES (USA) INC.

CRD#: 19585

NEW YORK, NY

Past

December 3, 2003 - January 1, 2005

HSBC BROKERAGE (USA) INC.

CRD#: 6956

NEW YORK, NY

Past

November 5, 2001 - December 1, 2003

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

WHITE PLAINS, NY

Past

November 5, 2001 - December 1, 2003

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

October 8, 1997 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

October 8, 1997 - November 1, 2001

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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 ASSET MANAGEMENT GROUP, LLC

MEZHERITSKIY, MICHAEL | MILESTONE ASSET MANAGEMENT GROUP, LLC

CRD#: 282896 / SEC#: 801-128334

RIA

Registered Investment Advisory firm - (7/14/2023 Approved)

Connecticut

Registered Investment Advisory firm - (8/1/2023 Terminated)

New York

Registered Investment Advisory firm - (7/31/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New York
(6/1/2023)

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

IAR

Series 65

Date: 8/9/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/15/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/22/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/7/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MILESTONE ASSET MANAGEMENT GROUP, LLC

MEZHERITSKIY, MICHAEL | MILESTONE ASSET MANAGEMENT GROUP, LLC

CRD#: 282896 / SEC#: 801-128334

RIA

Registered Investment Advisory firm - (7/14/2023 Approved)

Connecticut

Registered Investment Advisory firm - (8/1/2023 Terminated)

New York

Registered Investment Advisory firm - (7/31/2023 Terminated)

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Contact information

Main Address

302 West Main Street Suite 206, Avon, CT 06001

Mailing Address

Phone number

(860) 259-4800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AND 2B (2/11/2025)

Regulatory assets under management

Total Number of Accounts	623
AUM (Assets Under Management)	$ 222,581,415

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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Firm Stability Insights

Adam B. Kalender

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Benjamin Kalender's CRS (Customer Relationship Summary).

Certified licenses

Experience

LION STREET FINANCIAL, LLC

OSAIC WEALTH, INC.

MADISON ADVISORY SERVICES, INC.

OSAIC WEALTH, INC.

HSBC SECURITIES (USA) INC.

HSBC BROKERAGE (USA) INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

MILESTONE ASSET MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/9/1999

Series 63

Date: 10/15/1997

SIE

Date: 10/1/2018

Series 7

Date: 10/22/1999

Series 6

Date: 10/7/1997

Current Firm

MILESTONE ASSET MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILESTONE ASSET MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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