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Stephen Davis Miles

ADDICUS ADVISORY, LLC·TUPELO, Mississippi
SIE, Series 6, Series 7, Series 24, Series 63CFPChFCClean record22 years registeredADDICUS 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 · 22 years registered
Brand Profile
Not yet started
01

Career History

ADDICUS ADVISORY, LLC
Dec 2016 – present
INVEST FINANCIAL CORPORATION
Mar 2011 – Dec 2016
TUPELO, MS
NEW ENGLAND SECURITIES CORPORATION
Feb 2004 – Mar 2011
MEMPHIS, TN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · February 20, 2004
Years registered · 22
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADDICUS ADVISORY, LLC
CRD 282244 · SEC 801-122401
AUM
$271M
Regulatory assets under management
Employees
55
280 client accounts
Services offered by ADDICUS ADVISORY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADDICUS ADVISORY, LLC →
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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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
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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