Patrick Reinheimer has been an investment adviser representative at Milestone Asset Management since May 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.
Patrick Reinheimer is Wealth Manager at Legacy Capital Planners, a dba of Milestone Asset Management, LLC. He specializes in retirement strategies that include investment management, federal retirement benefits planning, Medicare coordination, tax-efficient withdrawal strategies and retirement income planning. He also teaches retirement planning courses. His earlier roles included banking, technology sales and home remodeling consulting.
Patrick Reinheimer’s longest registration is the current one, 4 years at Milestone Asset Management since 2022. Before joining Milestone Asset Management in 2022, Patrick Reinheimer was registered through Brookstone Capital Management LLC.
- – present · 4 yearsGermantown, MD · Adviser representative · Firm CRD 310441
- – · under a yearGermantown, MD · Adviser representative · Firm CRD 310441
- Brookstone Capital Management LLC– · 2 yearsGermantown, MD · Adviser representative · Firm CRD 141413
Professional designations
Listed by Milestone Asset Management
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Patrick Reinheimer is registered as an investment adviser representative in 2 states. Each was approved in May 2022.
- MarylandSince 13 May 2022
- PennsylvaniaSince 13 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 October 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Patrick Thomas Reinheimer
- CRD
- 7123398
- Firm
- Milestone Asset Management · CRD 310441
- Office
- 20251 CENTURY BLVD., Suite 425, Germantown, MD 20874
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacycapitalplanners.com
Where does Patrick Reinheimer work?
Patrick Reinheimer is an investment adviser representative registered through Milestone Asset Management, LLC since May 2022, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Reinheimer a financial advisor?
Yes. Patrick Reinheimer has a current investment-adviser registration in Maryland and Pennsylvania, through Milestone Asset Management since May 2022.
How many years of experience does Patrick Reinheimer have?
Patrick Reinheimer has 6 years in the financial industry, since January 2020, across 2 adviser firms.
What exams has Patrick Reinheimer passed?
Patrick Reinheimer passed the Series 65 in October 2019.
Where did Patrick Reinheimer work before Milestone Asset Management?
Before Milestone Asset Management, Patrick Reinheimer was registered through Brookstone Capital Management LLC, October 2019 to February 2022.
Where is Patrick Reinheimer based?
Patrick Reinheimer’s registered office is in Germantown, MD.
Is Patrick Reinheimer registered with FINRA?
No. Patrick Reinheimer has no current broker registration.
How can I verify Patrick Reinheimer’s record?
Search CRD 7123398 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Reinheimer’s full registration record.
