Calen Cummins has been an investment adviser representative at Milestone Asset Management since June 2024, 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.
- – present · 2 yearsPittsburgh, PA · Adviser representative · Firm CRD 310441
Investment adviser representative registrations
Calen Cummins is registered as an investment adviser representative in Pennsylvania, since June 2024.
- PennsylvaniaSince 4 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 June 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Calen K. Cummins
- CRD
- 7870257
- Firm
- Milestone Asset Management · CRD 310441
- Office
- 8160 PERRY HIGHWAY, Pittsburgh, PA 15237
- Registration
- Investment adviser registration
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Calen Cummins work?
Calen Cummins is an investment adviser representative registered through Milestone Asset Management, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Calen Cummins a financial advisor?
Yes. Calen Cummins has a current investment-adviser registration in Pennsylvania, through Milestone Asset Management since June 2024.
How many years of experience does Calen Cummins have?
Calen Cummins has 2 years in the financial industry, since June 2024, across 1 adviser firm.
What exams has Calen Cummins passed?
Calen Cummins passed the Series 65 in June 2024.
Where is Calen Cummins based?
Calen Cummins’ registered office is in Pittsburgh, PA.
Is Calen Cummins registered with FINRA?
No. Calen Cummins has no current broker registration.
How can I verify Calen Cummins’ record?
Search CRD 7870257 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Calen Cummins’ full registration record.
