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Richard C Lopresti is a financial_advisor professional located in Avon, CT. They specialize in financial advisory. With over 10 years of experience, they bring deep expertise to every client.
Richard C Lopresti - Milestone Asset Management Group, Llc holds an active professional license (FINRA CRD) for your protection.
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Richard C Lopresti operates Milestone Asset Management Group, LLC, a financial advisory firm based in Avon, Connecticut. With 10 years in business, Lopresti brings experience in financial planning and asset management services. The firm holds a FINRA CRD registration, which indicates involvement in securities-related advisory work. Lopresti works with clients seeking guidance on investment and financial matters in the Connecticut area.
Richard C Lopresti holds a FINRA CRD license, which stands for Financial Industry Regulatory Authority Central Registration Depository. This registration indicates the advisor is authorized to engage in securities and investment advisory activities under FINRA's regulatory oversight. FINRA CRD registration requires background checks, compliance training, and adherence to industry standards. This designation signals that the advisor operates within a regulated framework designed to protect clients in financial transactions and investment advice.