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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

MILESTONE ADVISORY PARTNERS, LLC

CRD 277120

SOUTHERN PINES, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9a3b5a4e-84b7-6a64-b2cb-d30b8c7b85fa

Data as of Feb 7, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 5
On other graphs: 0
Observed: Sep 3, 2015 to Feb 7, 2023
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $263MItem 5.F on the latest filing (2023-02-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $254M
Private client RAUM: $259MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 622
Individual clients: 558
High net worth clients: 61
SEC number: 801-106642
CRD: 277120
Filings on the tape: 24
First filed: Sep 3, 2015
Latest filed: Feb 7, 2023
Organised: Limited Liability Company, North Carolina

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HASTY, WINFRED, NORMAN	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	yes	10/2015	Sep 30, 2015	Feb 7, 2023
KOBER, JOHN, MORSE	MANAGING MEMBER	C	yes	10/2015	Sep 30, 2015	Feb 7, 2023
ZASTROW, MARY, KAY	MANAGING MEMBER	C	yes	10/2015	Sep 30, 2015	Feb 7, 2023
WHITE, TERESA, ZAHRAN	MANAGING MEMBER	A	no	10/2015	Sep 30, 2015	Feb 7, 2023

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Feb 7, 2023	$263M	$254M	4	3	0	n/a	n/a
2021	Feb 7, 2022	$286M	$274M	4	3	0	n/a	n/a
2020	Feb 9, 2021	$250M	$238M	4	3	0	n/a	n/a
2019	Mar 4, 2020	$245M	$234M	4	3	0	n/a	n/a
2018	Mar 13, 2019	$204M	$192M	4	3	0	n/a	n/a
2017	Mar 13, 2018	$214M	$201M	4	3	0	n/a	n/a
2016	Feb 28, 2017	$209M	$188M	4	3	n/a	n/a	n/a
2015	Feb 11, 2016	$192M	$177M	4	3	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$263M	$286M	-8.0%	$245M	2.4%	4	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NEWEDGE ADVISORS	3	Oct 30, 2023	Nov 30, 2023	SOUTHERN PINES, NC	Firm absorbed	RIA to ibd	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	3	Oct 15, 2015	Oct 9, 2015	PINEHURST, NC	Team lift out	Wirehouse to new firm	0.0%

Relationships

Controls (3)

← KOBER, JOHN, MORSEOwnerMANAGING MEMBER, ownership code C, individual
Sep 30, 2015 to presentfactForm ADV
← HASTY, WINFRED, NORMANOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code C, individual
Sep 30, 2015 to presentfactForm ADV
← ZASTROW, MARY, KAYOwnerMANAGING MEMBER, ownership code C, individual
Sep 30, 2015 to presentfactForm ADV

Owns (1)

← WHITE, TERESA, ZAHRANOwnerMANAGING MEMBER, ownership code A, individual
Sep 30, 2015 to presentfactForm ADV

Moved with (2)

→ NEWEDGE ADVISORSRegistered adviser3 advisors, firm absorbed, same day
Oct 30, 2023 to Nov 30, 2023factForm ADV
← WELLS FARGO ADVISORSRegistered adviser3 advisors, team lift out, same day
Oct 15, 2015 to Oct 9, 2015factForm ADV

Registered with (3)

← WINFRED NORMAN HASTYAdvisorregistration: previous registration
Oct 5, 2015 to Oct 30, 2023factForm ADV
← TERESA ZAHRAN WHITEAdvisorregistration: previous registration
Oct 9, 2015 to Oct 30, 2023factForm ADV
← MARY KAY ZASTROWAdvisorregistration: previous registration
Oct 5, 2015 to Oct 30, 2023factForm ADV

Dated events

Occurred
Oct 30, 2023
Firm absorbed
Milestone Advisory Partners, LLC's advisors moved to Newedge Advisors (Southern Pines, NC): 3 of 3 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Oct 30, 2023
Advisor changed firm
Winfred Norman Hasty left Milestone Advisory Partners, Llc for Newedge Advisors (registered 2023-11-30)
Form ADVobserved 4 days ago
Occurred
Oct 30, 2023
Advisor changed firm
Teresa Zahran White left Milestone Advisory Partners, Llc for Newedge Advisors (registered 2023-11-30)
Form ADVobserved 4 days ago
Occurred
Oct 30, 2023
Advisor changed firm
Mary Kay Zastrow left Milestone Advisory Partners, Llc for Newedge Advisors (registered 2023-11-01)
Form ADVobserved 4 days ago
Occurred
Sep 3, 2015
First Form ADV filing
Milestone Advisory Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a3b5a4e-84b7-6a64-b2cb-d30b8c7b85fa
First observed: Sep 3, 2015
Last observed: Feb 7, 2023 44 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MILESTONE ADVISORY PARTNERS, LLC

CRD 277120

SOUTHERN PINES, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9a3b5a4e-84b7-6a64-b2cb-d30b8c7b85fa

Data as of Feb 7, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:16 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HASTY, WINFRED, NORMAN

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

yes

10/2015

Sep 30, 2015

Feb 7, 2023

KOBER, JOHN, MORSE

MANAGING MEMBER

yes

10/2015

Sep 30, 2015

Feb 7, 2023

ZASTROW, MARY, KAY

MANAGING MEMBER

yes

10/2015

Sep 30, 2015

Feb 7, 2023

WHITE, TERESA, ZAHRAN

MANAGING MEMBER

10/2015

Sep 30, 2015

Feb 7, 2023

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Feb 7, 2023

$263M

$254M

n/a

2021

Feb 7, 2022

$286M

$274M

n/a

2020

Feb 9, 2021

$250M

$238M

n/a

2019

Mar 4, 2020

$245M

$234M

n/a

2018

Mar 13, 2019

$204M

$192M

n/a

2017

Mar 13, 2018

$214M

$201M

n/a

2016

Feb 28, 2017

$209M

$188M

n/a

2015

Feb 11, 2016

$192M

$177M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$263M

$286M

-8.0%

$245M

2.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEWEDGE ADVISORS

Oct 30, 2023

Nov 30, 2023

SOUTHERN PINES, NC

Firm absorbed

RIA to ibd

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Oct 15, 2015

Oct 9, 2015

PINEHURST, NC

Team lift out

Wirehouse to new firm

0.0%