Angel McClarey has been Member/Chief of Milestone Investment Advisors since March 2017, is a control person of the firm and directly owns between 25% and 50% of it. Angel McClarey holds a BS in Business Administration from California Baptist University.
Milestone Investment Advisors, LLC is a Middleton, WI firm with $878M under management, 414 clients and 7 advisers in one office, as of its May 2026 filing.
Angel McClarey is co-owner of Milestone Investment Advisors. She is responsible for the firm's financial planning department and serves as Chief Compliance Officer, in addition to working with her clients. She joined ACS Investment Advisors in 2001 as an investment advisor representative and later held the same role as Vice President and Relationship Manager within Johnson Bank Wealth Management.
Angel McClarey’s longest registration is the current one, 13 years at Milestone Investment Advisors since 2013. Before joining Milestone Investment Advisors in 2013, Angel McClarey was registered through Shorewood Investment Advisors and Acs Investment Advisors Inc.
- – present · 13 yearsMiddleton, WI · Adviser representative · Firm CRD 168429
- Shorewood Investment Advisors– · under a yearMadison, WI · Adviser representative · Firm CRD 167920
- Acs Investment Advisors Inc– · 5 yearsMadison , WI · Adviser representative · Firm CRD 106061
Professional designations
Listed by Milestone Investment Advisors
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Angel McClarey is registered as an investment adviser representative in 5 states. The first approvals date from October 2013; the most recent is Washington, in August 2015.
- CaliforniaSince 19 August 2014
- FloridaSince 15 July 2014
- MinnesotaSince 19 January 2015
- WashingtonSince 18 August 2015
- WisconsinSince 3 October 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 1 July 1994 |
| Series 7 | General Securities Representative Examination | 20 June 1994 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Angel Chow McClarey
- CRD
- 2488991
- Firm
- Milestone Investment Advisors · CRD 168429
- Role
- Member/Chief
- Office
- 6702 STONEFIELD ROAD, SUITE 201, Middleton, WI 53562
- Registration
- Investment adviser registration
- In the industry since
- June 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- milestoneia.com
Where does Angel McClarey work?
Angel McClarey has been Member/Chief of Milestone Investment Advisors, LLC since March 2017, and is a control person of the firm.
Is Angel McClarey a financial advisor?
Yes. Angel McClarey has a current investment-adviser registration in California, Florida, Minnesota, Washington and Wisconsin, through Milestone Investment Advisors since October 2013.
How many years of experience does Angel McClarey have?
Angel McClarey has 19 years in the financial industry, since June 2007, across 3 adviser firms.
What exams has Angel McClarey passed?
Angel McClarey has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in June 1994.
Where did Angel McClarey work before Milestone Investment Advisors?
Before Milestone Investment Advisors, Angel McClarey was registered through Shorewood Investment Advisors, May 2013 to September 2013; Acs Investment Advisors Inc, June 2001 to June 2007.
Where is Angel McClarey based?
Angel McClarey’s registered office is in Middleton, WI.
Is Angel McClarey registered with FINRA?
No. Angel McClarey has no current broker registration.
Is Angel McClarey a CFP?
Milestone Investment Advisors lists Angel McClarey with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Angel McClarey’s record?
Search CRD 2488991 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Angel McClarey’s full registration record.