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James Gerard Mezzetti

MYLES WEALTH MANAGEMENT, LLC·FLORIDA, New York
SIE, Series 6, Series 63Clean recordMYLES WEALTH MANAGEMENT, LLC
59 NORTH MAIN STREET, FLORIDA, NY 10921CRD# 2837967Firm CRD# 169635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Gerard Mezzetti · FLORIDA, NY
Registration
CRD #2837967 · MYLES WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MYLES WEALTH MANAGEMENT, LLC
CRD 169635 · SEC 801-78851
AUM
$119M
Regulatory assets under management
Employees
5
592 client accounts
Services offered by MYLES WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MYLES WEALTH MANAGEMENT, LLC →
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04

Frequently Asked Questions

What services does James Gerard Mezzetti offer?
James Gerard Mezzetti specializes in Financial Planning. Contact their office in FLORIDA, New York for a consultation.
What are James Gerard Mezzetti's credentials?
James Gerard Mezzetti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Gerard Mezzetti located?
James Gerard Mezzetti is based in FLORIDA, New York, working with MYLES WEALTH MANAGEMENT, LLC. Their office serves clients in the FLORIDA metropolitan area and surrounding communities.
How does James Gerard Mezzetti charge for services?
James Gerard Mezzetti's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MYLES WEALTH MANAGEMENT, LLC?
MYLES WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MYLES WEALTH MANAGEMENT, LLC

Luis A Neely
FLORIDA, NY
Myles Vincent Mezzetti
FLORIDA, NY
Patricia Josephine Hoover
FLORIDA, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
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