MILESTONE FINANCIAL ADVISORS

WINER, AARON

CRD 142453

101 S MAIN STREET, SEBASTOPOL, CA, 95472, United States

Phone

707-829-6194

Fax

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Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-03-16

Disciplinary history

Services

Portfolio management (individuals)

Official SEC filing: View on IAPD