Alan Pershing has been an investment adviser representative at Milestone Asset Management since March 2021, and is not listed among the firm’s executive officers or direct owners.
Milestone Asset Management, LLC is a Pittsburgh, PA firm with $691M under management, 1,359 clients and 13 advisers across 6 offices, as of its February 2026 filing.
Alan Pershing’s longest registration is the current one, 8 years at Brookstone Capital Management LLC since 2018. Before joining Milestone Asset Management in 2021, Alan Pershing was registered through PNC Investments and Morgan Stanley Smith Barney LLC.
- – present · 5 yearsPittsburgh, PA · Adviser representative · Firm CRD 310441
- – · under a yearPittsburgh, PA · Adviser representative · Firm CRD 310441
- Brookstone Capital Management LLCAlso current– present · 8 yearsPittsburgh, PA · Adviser representative · Firm CRD 141413
- PNC Investments– · 1 yearHarmar, PA · Adviser representative · Firm CRD 129052
- Morgan Stanley Smith Barney LLC– · under a yearPittsburgh, PA · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Alan Pershing is registered as an investment adviser representative in Pennsylvania, since January 2018.
- PennsylvaniaSince 9 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 2017 |
| Series 31 | Futures Managed Funds Examination | 13 December 2011 |
| Series 66 | Uniform Combined State Law Examination | 10 October 2011 |
| Series 7 | General Securities Representative Examination | 12 August 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Alan Laurin Pershing
- CRD
- 5942850
- Firm
- Milestone Asset Management · CRD 310441
- Office
- 8160 PERRY HIGHWAY, Pittsburgh, PA 15237
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Alan Pershing work?
Alan Pershing is an investment adviser representative registered through Milestone Asset Management, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Alan Pershing a financial advisor?
Yes. Alan Pershing has a current investment-adviser registration in Pennsylvania, through Milestone Asset Management since March 2021.
How many years of experience does Alan Pershing have?
Alan Pershing has 11 years in the financial industry, since August 2015, across 4 adviser firms.
What exams has Alan Pershing passed?
Alan Pershing has passed 4 licensing exams: the Series 7, Series 66, Series 31 and Series 65. The earliest, the Series 7, was passed in August 2011.
Where did Alan Pershing work before Milestone Asset Management?
Before Milestone Asset Management, Alan Pershing was registered through PNC Investments, August 2012 to May 2014; Morgan Stanley Smith Barney LLC, October 2011 to June 2012.
Where is Alan Pershing based?
Alan Pershing’s registered office is in Pittsburgh, PA.
Is Alan Pershing registered with FINRA?
No. Alan Pershing has no current broker registration.
How can I verify Alan Pershing’s record?
Search CRD 5942850 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alan Pershing’s full registration record.
