Eric S. Birdsall
Professional summary
Eric S Birdsall, AIF®, who also goes by Eric Birdsall, is a registered financial advisor currently at MILESTONE CONSULTANTS, INC. located in Whitney Point, New York.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Eric has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eric S Birdsall's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 31, 2021 - Present
MILESTONE CONSULTANTS, INC.
February 7, 2014 - May 2, 2017
CADARET, GRANT & CO., INC.
February 6, 2014 - May 2, 2017
CADARET, GRANT & CO., INC.
March 5, 2012 - February 12, 2014
HORNOR, TOWNSEND & KENT, LLC
July 11, 2011 - February 12, 2014
HORNOR, TOWNSEND & KENT, LLC
July 31, 2009 - July 25, 2011
HSBC SECURITIES (USA) INC.
July 10, 2009 - July 25, 2011
HSBC SECURITIES (USA) INC.
January 12, 2006 - June 5, 2009
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/31/2021)
Exams
Current Firm
MILESTONE CONSULTANTS, INC.
CRD#: 286406 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 15,290,830 |
Red Flags
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