AdvisorOS Directory
Claim Profile
Unclaimed Profile
MW

Miles Robert Webb

UNIFIMONEY RIA QOZB, LLC·SOMERVILLE, Massachusetts
Clean recordUNIFIMONEY RIA QOZB, LLC
61 MEDFORD ST, SOMERVILLE, MA 02143CRD# 7823389Firm CRD# 328842

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Miles Robert Webb · SOMERVILLE, MA
Registration
CRD #7823389 · UNIFIMONEY RIA QOZB, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Miles Robert Webb is a registered financial advisor based in SOMERVILLE, Massachusetts, affiliated with UNIFIMONEY RIA QOZB, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

Speak with Miles

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Miles is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
UNIFIMONEY RIA QOZB, LLC
UNIFIMONEY RIA
AUM
$50K
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at UNIFIMONEY RIA QOZB, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Other: MONTHLY SAAS FEES; $1 PER USER, FROM THEIR FINANCIAL INSTITUTION
Regulatory
SEC/IARD CRD# 7823389
Firm CRD# 328842
View on FINRA BrokerCheck →

Looking for a financial advisor in SOMERVILLE?

Browse all registered financial advisors in SOMERVILLE, Massachusetts or claim this profile if it's yours.

Browse SOMERVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Miles Robert Webb offer?
Miles Robert Webb specializes in Investment Management. Contact their office in SOMERVILLE, Massachusetts for a consultation.
What are Miles Robert Webb's credentials?
Miles Robert Webb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Miles Robert Webb located?
Miles Robert Webb is based in SOMERVILLE, Massachusetts, working with UNIFIMONEY RIA QOZB, LLC. Their office serves clients in the SOMERVILLE metropolitan area and surrounding communities.
How does Miles Robert Webb charge for services?
Miles Robert Webb's firm is compensated through percentage of aum, other: monthly saas fees; $1 per user, from their financial institution. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNIFIMONEY RIA QOZB, LLC?
UNIFIMONEY RIA QOZB, LLC has approximately 5 employees and manages $50K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at UNIFIMONEY RIA QOZB, LLC

Benjamin James Joseph Soppitt
SOMERVILLE, MA

More Advisors in SOMERVILLE, Massachusetts

Carl M Berke
MASS GENERAL BRIGHAM VENTURES, LLC·SOMERVILLE, MA
Matthew Lawrence Fisher
TFJ MANAGEMENT, LLC·SOMERVILLE, MA
Roger D Kitterman
MASS GENERAL BRIGHAM VENTURES, LLC·SOMERVILLE, MA
Julius Js Knowles
MASS GENERAL BRIGHAM VENTURES, LLC·SOMERVILLE, MA
Meredith Cope Fisher
MASS GENERAL BRIGHAM VENTURES, LLC·SOMERVILLE, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile