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Stephen Davis Miles

ADDICUS ADVISORY, LLC·TUPELO, Mississippi
Clean recordADDICUS ADVISORY, LLC
333 W. FRANKLIN STREET, TUPELO, MS 38804CRD# 3256437Firm CRD# 282244

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Davis Miles · TUPELO, MS
Registration
CRD #3256437 · ADDICUS ADVISORY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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 at ADDICUS ADVISORY, LLC

Andrew B Adams
TUPELO, MS

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Mississippi
JACKSON (59)RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)CLARKSDALE (6)FLOWOOD (5)MOSS POINT (4)STARKVILLE (4)CLINTON (3)
City Guides
JACKSON GuideRIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON Guide
Research
Advisor Fees in MississippiNational Fee Analysis
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