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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

TitleChief Compliance Officer And Principal
Ownership50-75%
Control personYes
Since2017
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