Patrick T. Reinheimer

MILESTONE ASSET MANAGEMENT

Germantown, MD 20874

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CRD#: 7123398

Professional summary

Patrick Thomas Reinheimer, who also goes by Patrick Reinheimer, is a registered financial advisor currently at MILESTONE ASSET MANAGEMENT, LLC located in Germantown, Maryland.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Patrick has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Reinheimer

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.

I currently hold a Life and Health Insurance License in the state of Maryland.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Thomas Reinheimer'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

May 13, 2022 - Present

MILESTONE ASSET MANAGEMENT, LLC

Office #1: 20251 Century Blvd. Suite 425, Germantown, MD 20874

RIA

CRD#: 310441

Germantown, MD

Past

October 29, 2020 - February 11, 2021

MILESTONE ASSET MANAGEMENT, LLC

RIA

CRD#: 310441

Germantown, MD

Past

October 9, 2019 - February 1, 2022

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Germantown, MD

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, 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

Maryland
(5/13/2022)

IAR

Pennsylvania
(5/13/2022)

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

State Security Law Exam

IAR

Series 65

Date: 10/2/2019

Uniform Investment Adviser Law Examination

Current Firm

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

SEC notice filing (15 States and Territories)

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 Accounts	2,892
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.

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Patrick T. Reinheimer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Thomas Reinheimer's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILESTONE ASSET MANAGEMENT, LLC

MILESTONE ASSET MANAGEMENT, LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

MILESTONE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/2/2019

Current Firm

MILESTONE ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILESTONE ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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