AdvisorOS Directory
Claim Profile
LN

Luis A Neely

MYLES WEALTH MANAGEMENT, LLC·FLORIDA, New York
Unclaimed Profile
59 NORTH MAIN STREET, FLORIDA, NY 10921CRD# 5445868Firm CRD# 169635
01

About

Luis A Neely is a registered financial advisor based in FLORIDA, New York, affiliated with MYLES WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MYLES WEALTH MANAGEMENT, LLC
MYLES WEALTH MANAGEMENT, LLC
AUM
$119M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MYLES WEALTH MANAGEMENT, LLC →
Services
Financial planning
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 5445868
Firm CRD# 169635
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FLORIDA?

Browse all registered financial advisors in FLORIDA, New York or claim this profile if it's yours.

Browse FLORIDA 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 Luis A Neely offer?
Luis A Neely specializes in Financial Planning. Contact their office in FLORIDA, New York for a consultation.
What are Luis A Neely's credentials?
Luis A Neely is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luis A Neely located?
Luis A Neely 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 Luis A Neely charge for services?
Luis A Neely'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FLORIDA
Myles Vincent Mezzetti — MYLES WEALTH MANAGEMENT, LLCPatricia Josephine Hoover — MYLES WEALTH MANAGEMENT, LLCJames Gerard Mezzetti — MYLES WEALTH MANAGEMENT, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile