Colin Barcley has been an investment adviser representative at Milestone Asset Management since December 2022, 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.
Colin Barcley’s longest registration is the current one, 3 years at Milestone Asset Management since 2022. Before joining Milestone Asset Management in 2022, Colin Barcley was registered through Csenge Advisory Group, LLC and Lion Street Advisors, LLC.
- – present · 3 yearsErie, PA · Adviser representative · Firm CRD 310441
- Csenge Advisory Group, LLC– · under a yearHouston, TX · Adviser representative · Firm CRD 131167
- Lion Street Advisors, LLC– · under a yearHouston, TX · Adviser representative · Firm CRD 167610
Investment adviser representative registrations
Colin Barcley is registered as an investment adviser representative in Pennsylvania, since December 2022.
- PennsylvaniaSince 21 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 23 November 2021 |
| Series 7TO | General Securities Representative Examination | 28 August 2020 |
| SIE | Securities Industry Essentials Examination | 8 November 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Colin Charles Joseph Barcley
- CRD
- 6647371
- Firm
- Milestone Asset Management · CRD 310441
- Office
- 1946 West 26th St., Erie, PA 16508
- Registration
- Investment adviser registration
- In the industry since
- October 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Colin Barcley work?
Colin Barcley is an investment adviser representative registered through Milestone Asset Management, LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Colin Barcley a financial advisor?
Yes. Colin Barcley has a current investment-adviser registration in Pennsylvania, through Milestone Asset Management since December 2022.
How many years of experience does Colin Barcley have?
Colin Barcley has 6 years in the financial industry, since October 2020, across 3 adviser firms.
What exams has Colin Barcley passed?
Colin Barcley has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2019.
Where did Colin Barcley work before Milestone Asset Management?
Before Milestone Asset Management, Colin Barcley was registered through Csenge Advisory Group, LLC, February 2022 to November 2022; Lion Street Advisors, LLC, December 2021 to October 2022.
Where is Colin Barcley based?
Colin Barcley’s registered office is in Erie, PA.
Is Colin Barcley registered with FINRA?
No. Colin Barcley has no current broker registration.
How can I verify Colin Barcley’s record?
Search CRD 6647371 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Colin Barcley’s full registration record.
