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Stephen Davis Miles

ADDICUS ADVISORY, LLC·TUPELO, Mississippi
Unclaimed Profile
333 W. FRANKLIN STREET, TUPELO, MS 38804CRD# 3256437Firm CRD# 282244
01

About

Stephen Davis Miles is a registered financial advisor based in TUPELO, Mississippi, affiliated with ADDICUS ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ADDICUS ADVISORY, LLC
ADDICUS ADVISORY, LLC
AUM
$271M
Regulatory assets under management
Employees
55
Total firm employees
View all advisors at ADDICUS ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3256437
Firm CRD# 282244
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Davis Miles offer?
Stephen Davis Miles specializes in Financial Planning, Investment Management. Contact their office in TUPELO, Mississippi for a consultation.
What are Stephen Davis Miles's credentials?
Stephen Davis Miles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Davis Miles located?
Stephen Davis Miles is based in TUPELO, Mississippi, working with ADDICUS ADVISORY, LLC. Their office serves clients in the TUPELO metropolitan area and surrounding communities.
How does Stephen Davis Miles charge for services?
Stephen Davis Miles's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADDICUS ADVISORY, LLC?
ADDICUS ADVISORY, LLC has approximately 55 employees and manages $271M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TUPELO
George Scott Reed — HARDY REED, LLCKenneth Louis Mathis — HARDY REED, LLCJohn Cazort Hardy — HARDY REED, LLCAndrew B Adams — ADDICUS ADVISORY, LLCMichael Black Mitchell — HARDY REED, LLC
Nearby cities in Mississippi
JACKSON (59)RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)
City Guides
JACKSON GuideRIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON Guide
Research
Advisor Fees in MississippiNational Fee Analysis
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