Milestone Advisors

Annual Revenue Estimate: NA


Email Convention: [email protected]


Overall Ranking (NA)

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The number you see in the middle of the donut pie chart is the simple average of these scores. If you hover over the various sections of the donut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few reviews). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire dataset.

The Overall Ranking is generated based on the Company Reviews.

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  • 1 Star

Company Details

Milestone Advisors, LLC ("Milestone") is the financial advisory division of Milestone Merchant Partners, LLC. Milestone is a FINRA licensed broker/dealer and is headquartered in Washington, DC, with additional offices in Newport Beach, CA, New York, NY and Miami, FL.

Milestone's core focus is providing investment banking services to institutions and companies within the financial services sector. Milestone's partners and professionals have particular expertise in working with:

* Banks and Thrifts
* Commercial, Consumer and Mortgage Finance Companies
* Accounts Receivable Management and Business Process Outsourcing Firms
* Insurance and Re-Insurance Companies
* Asset Managers

The bank advises on:

* Mergers and Acquisitions
* corporate finance Solutions
* Restructuring Services
* Merchant Banking
* Other Strategic Alternatives



Aventura office

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17501 Biscayne Boulevard, Aventura, FL, 33160, United States


New York office

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9 W 57th Street, New York, NY, 10019, United States


Newport Beach office

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4675 MacArthur Court, Newport Beach, CA, 92660, United States


DC office

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1775 I Street, NW, Washington, 20006, United States


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