Heather Ann Proctor
Chief Compliance Officer And PrincipalMilestones Private Investment Advisors LLCCRD 2320887
About Heather Ann Proctor
Heather Ann Proctor is listed as Chief Compliance Officer And Principal at Milestones Private Investment Advisors LLC in Fairport, NY. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Milestones Private Investment Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Heather Ann Proctor work?
Heather Ann Proctor is listed as Chief Compliance Officer And Principal at Milestones Private Investment Advisors LLC on SEC Form ADV.
How much of Milestones Private Investment Advisors LLC does Heather Ann Proctor own?
Form ADV reports a beneficial ownership band of 50-75%.
Milestones Private Investment Advisors LLC
| Title | Chief Compliance Officer And Principal |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2017 |