Michael V. Mezheritskiy

MILESTONE ASSET MANAGEMENT GROUP

Avon, CT 06001

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CRD#: 4216984

Professional summary

Michael V Mezheritskiy is a registered financial advisor currently at MILESTONE ASSET MANAGEMENT GROUP, LLC located in Avon, Connecticut.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. Podcast: "Fresh Perspective Planning". Started: 04/2021. Title: Host and Writer. Spends: 1 to 2 hrs/month. The podcast may cover certain financial topics, it is designed to be general in nature and not designed to address the needs of any specific individuals.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael V Mezheritskiy'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®

None

Experience

Current

February 22, 2016 - Present

MILESTONE ASSET MANAGEMENT GROUP, LLC

Office #1: 302 West Main Street Suite 206, Avon, CT 06001

RIA

CRD#: 282896

Avon, CT

Past

May 19, 2014 - March 1, 2016

VISIONARY PRIVATE WEALTH MANAGEMENT GROUP

RIA

CRD#: 171164

AVON, CT

Past

July 1, 2013 - June 6, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

FARMINGTON, CT

Past

July 1, 2013 - June 6, 2014

LPL FINANCIAL LLC

CRD#: 6413

FARMINGTON, CT

Past

July 29, 2005 - June 24, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WEST HARTFORD, CT

Past

July 21, 2004 - June 25, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WEST HARTFORD, CT

Past

July 17, 2000 - August 1, 2005

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

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

Connecticut
(2/22/2016)

IAR

New York
(4/18/2023)

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: 12/20/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/24/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/14/2000

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

Michael V. Mezheritskiy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael V Mezheritskiy's CRS (Customer Relationship Summary).

Certified licenses

Experience

VISIONARY PRIVATE WEALTH MANAGEMENT GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FIDELITY BROKERAGE SERVICES LLC

STRATEGIC ADVISERS LLC

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

MILESTONE ASSET MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/2003

Series 63

Date: 8/28/2000

Series 7

Date: 5/24/2004

Series 6

Date: 7/14/2000

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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