AdvisorOS Directory
Claim Profile
MW

Miles Robert Webb

UNIFIMONEY RIA QOZB, LLC·SOMERVILLE, Massachusetts
Unclaimed Profile
61 MEDFORD ST, SOMERVILLE, MA 02143CRD# 7823389Firm CRD# 328842
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
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
No disclosures on file
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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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 in SOMERVILLE
Roger D Kitterman — MASS GENERAL BRIGHAM VENTURES, LLCCarl M Berke — MASS GENERAL BRIGHAM VENTURES, LLCJulius Js Knowles — MASS GENERAL BRIGHAM VENTURES, LLCMeredith Cope Fisher — MASS GENERAL BRIGHAM VENTURES, LLCMatthew Lawrence Fisher — TFJ MANAGEMENT, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile