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Amy Fogle

4 Years of Experience
Buffalo, NY

Amy Fogle is a registered investment advisor at Milestone Group Ventures, LLC, based in Buffalo, NY, with 4 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.

Compensation
N/A
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

50 Fountain Plaza, Suite 1300, Buffalo, NY, 14202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Milestone Group Ventures, LLC
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Milestone Wealth, LLC
September 2021 - July 2023 · 1 yr 10 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Amy Fogle - Financial Advisor | TrueAdvisor