Amy L. Fogle

MILESTONE GROUP VENTURES

BUFFALO, NY 14202

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CRD#: 5543604

Professional summary

Amy Lynn Fogle, who also goes by Amy Lynn Saeva, is a registered financial advisor currently at MILESTONE GROUP VENTURES, LLC located in Buffalo, New York.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Amy has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amy Lynn Saeva

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.) Milestone Consulting, investment related, Buffalo, NY, Insurance Agency and Settlement Planning Company, Director of Wealth Management, Start Date 03/2020, approximately 160 hours/month devoted to this business with all hours during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Lynn Fogle's 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

November 9, 2022 - Present

MILESTONE GROUP VENTURES, LLC

Office #1: 50 Fountain Plaza, Suite 1300, Buffalo, NY 14202

RIA

CRD#: 323618

BUFFALO, NY

Past

September 8, 2021 - July 28, 2023

MILESTONE WEALTH, LLC

RIA

CRD#: 166717

BUFFALO, NY

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
(11/9/2022)

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

Current Firm

MILESTONE GROUP VENTURES, LLC

CRD#: 323618 / SEC#:

New York

Registered Investment Advisory firm - (11/9/2022 Approved)

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Contact information

Main Address

50 Fountain Plaza, Suite 1300, Buffalo, NY 14202

Mailing Address

Phone number

(716) 883-1833

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Amy L. Fogle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Lynn Fogle's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILESTONE GROUP VENTURES, LLC

MILESTONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Current Firm

MILESTONE GROUP VENTURES, LLC

Contact information

Documents

Red Flags

Company Information

MILESTONE GROUP VENTURES, LLC

TRUST BUT VERIFY

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