Walter West has been Member, Managing Partner of Milestone Asset Management since July 2020, is a control person of the firm and directly owns between 25% and 50% of it.
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.
Walter J West is Founder and CEO of West Advisory Group, a dba of Milestone Asset Management, LLC. He spends the majority of his time on client acquisitions, reviews and operations. He works with clients on their investment problems and on roadmaps for their future, using financial plans.
Walter West’s longest registration is the current one, 8 years at Brookstone Capital Management LLC since 2018. Before joining Milestone Asset Management in 2021, Walter West was registered through Center Street Advisors, Inc. and Brookstone Capital Management 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 yearsAdviser representative · Firm CRD 141413
- Center Street Advisors, Inc.– · 2 yearsPittsburgh, PA · Adviser representative · Firm CRD 169329
- Brookstone Capital Management LLC– · 4 yearsPittsburgh, PA · Adviser representative · Firm CRD 141413
- Qa3 Financial LLC– · 1 yearPittsburgh, PA · Adviser representative · Firm CRD 104957
- New England Securities Corporation– · 1 yearPittsburgh, PA · Adviser representative · Firm CRD 615
Investment adviser representative registrations
Walter West is registered as an investment adviser representative in Pennsylvania, since January 2018.
- PennsylvaniaSince 2 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 24 February 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 January 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Walter John West
- CRD
- 2167649
- Firm
- Milestone Asset Management · CRD 310441
- Role
- Member, Managing Partner
- Office
- 8160 PERRY HIGHWAY, Pittsburgh, PA 15237
- Registration
- Investment adviser registration
- In the industry since
- March 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- westadvisorygroup.com
Where does Walter West work?
Walter West has been Member, Managing Partner of Milestone Asset Management, LLC since July 2020, and is a control person of the firm.
Is Walter West a financial advisor?
Yes. Walter West has a current investment-adviser registration in Pennsylvania, through Milestone Asset Management since March 2021.
How many years of experience does Walter West have?
Walter West has 18 years in the financial industry, since March 2008, across 5 adviser firms.
What exams has Walter West passed?
Walter West has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in January 1992. FINRA credited Walter West with the SIE, which began in October 2018.
Where did Walter West work before Milestone Asset Management?
Before Milestone Asset Management, Walter West was registered through Center Street Advisors, Inc., May 2015 to February 2018; Brookstone Capital Management LLC, April 2011 to May 2015; Qa3 Financial LLC, July 2009 to February 2011; New England Securities Corporation, November 2007 to May 2009.
Where is Walter West based?
Walter West’s registered office is in Pittsburgh, PA.
Is Walter West registered with FINRA?
No. Walter West has no current broker registration.
How can I verify Walter West’s record?
Search CRD 2167649 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Walter West’s full registration record.
