Mark T. Buscher

MILESTONES PRIVATE INVESTMENT ADVISORS LLC

Fairport, NY 14450

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CRD#: 4774058

Professional summary

Mark Thomas Buscher is a registered financial advisor currently at MILESTONES PRIVATE INVESTMENT ADVISORS LLC located in Fairport, New York.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Mark has worked at 3 firms and has passed the Series 66, SIE, Series 31 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Thomas Buscher'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

June 21, 2019 - Present

MILESTONES PRIVATE INVESTMENT ADVISORS LLC

Office #1: 375 Woodcliff Drive, Fairport, NY 14450

RIA

CRD#: 289116

Fairport, NY

Past

January 1, 2008 - September 25, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PITTSFORD, NY

Past

January 1, 2008 - September 25, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PITTSFORD, NY

Past

March 21, 2006 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

PITTSFORD, NY

Past

May 13, 2004 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

PITTSFORD, 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".

MILESTONES PRIVATE INVESTMENT ADVISORS LLC

MILESTONE FINANCIAL GROUP LLC | MILESTONES PRIVATE INVESTMENT ADVISORS LLC | MILESTONES ADVISORS GROUP LLC

CRD#: 289116 / SEC#: 801-111043

RIA

Registered Investment Advisory firm - (8/24/2017 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

New York
(2/9/2021)

IAR

Texas
(6/21/2019)

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 66

Date: 5/20/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/25/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 2/25/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/12/2004

General Securities Representative Examination

Current Firm

MILESTONES PRIVATE INVESTMENT ADVISORS LLC

MILESTONE FINANCIAL GROUP LLC | MILESTONES PRIVATE INVESTMENT ADVISORS LLC | MILESTONES ADVISORS GROUP LLC

CRD#: 289116 / SEC#: 801-111043

RIA

Registered Investment Advisory firm - (8/24/2017 Approved)

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Contact information

Main Address

375 Woodcliff Drive, Fairport, NY 14450

Mailing Address

Phone number

(585) 203-1956

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	666
AUM (Assets Under Management)	$ 198,122,462

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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Advisor Monitoring

Firm Stability Insights

Mark T. Buscher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Thomas Buscher's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

MILESTONES PRIVATE INVESTMENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/20/2004

SIE

Date: 9/25/2017

Series 31

Date: 2/25/2009

Series 7

Date: 5/12/2004

Current Firm

MILESTONES PRIVATE INVESTMENT ADVISORS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILESTONES PRIVATE INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

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