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CB

Colin C. Barcley

MILESTONE ASSET MANAGEMENT
Erie, PA 16508
Some features on this profile are disabled
CRD#: 6647371
CB

Professional summary

Colin Charles Joseph Barcley, who also goes by Charles Barcley, Colin Charles Barcley, Colin Barcley, is a registered financial advisor currently at MILESTONE ASSET MANAGEMENT, LLC located in Erie, Pennsylvania.

Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Colin has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Charles Barcley | Colin Charles Barcley | Colin Barcley

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 name of the other business; West Advisory Group; whether the business is investment-related; No the address of the other business; 8160 Erie Hwy, Pittsburgh, PA; the nature of the other business; Life, Long Term Care and Fixed Annuity; your position; Insurance Sales; title, or relationship with the other business; Insurance Sales; the start date of your relationship; 12/2022; the approximate number of hours/month you devote to the other business; 30-40; the number of hours you devote to the other business during securities trading hours; 30-40; and briefly describe your duties relating to the other business; Insurance sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colin Charles Joseph Barcley'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

December 21, 2022 - Present

MILESTONE ASSET MANAGEMENT, LLC

Office #1: 1946 West 26th St., Erie, PA 16508
RIA
CRD#: 310441
Erie, PA
Past

February 16, 2022 - November 3, 2022

CSENGE ADVISORY GROUP, LLC

RIA
CRD#: 131167
HOUSTON, TX
Past

December 2, 2021 - October 31, 2022

LION STREET ADVISORS, LLC

RIA
CRD#: 167610
Houston, TX
Past

August 28, 2020 - October 31, 2022

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
Houston, TX

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".
MA
MILESTONE ASSET MANAGEMENT, LLC
HAYES ADVISORY GROUP | WEST FINANCIAL GROUP | MILESTONE ASSET MANAGEMENT, LLC | LEGACY CAPITAL PARTNERS

CRD#: 310441 / SEC#: 801-120519

RIA
Registered Investment Advisory firm - (7/14/2021 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
Pennsylvania
(12/21/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/23/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/28/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/8/2019
Securities Industry Essentials Examination

Current Firm

MA
MILESTONE ASSET MANAGEMENT, LLC
HAYES ADVISORY GROUP | WEST FINANCIAL GROUP | MILESTONE ASSET MANAGEMENT, LLC | LEGACY CAPITAL PARTNERS

CRD#: 310441 / SEC#: 801-120519

RIA
Registered Investment Advisory firm - (7/14/2021 Approved)
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Contact information

Main Address
8160 Perry Highway, Pittsburgh, PA 15237
Mailing Address
Phone number
(412) 643-3058
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts2,892
AUM (Assets Under Management)$ 546,273,689

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.

Company Information

MILESTONE ASSET MANAGEMENT, LLC

CRD#: 310441Erie, PA 16508

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