Unclaimed Profile

Luis A Neely

MYLES WEALTH MANAGEMENT, LLC·FLORIDA, New York

SIE, Series 6, Series 7, Series 63, Series 6515 years registeredMYLES WEALTH MANAGEMENT, LLC

59 NORTH MAIN STREET, FLORIDA, NY 10921CRD# 5445868Firm CRD# 169635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Luis A Neely · FLORIDA, NY

Registration

CRD #5445868 · MYLES WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

KESTRA ADVISORY SERVICES, LLC

Nov 2024 – present

MYLES WEALTH MANAGEMENT, LLC

Oct 2016 – Dec 2024

FLORIDA, NY

J.P. MORGAN SECURITIES LLC

Jun 2016 – Oct 2016

NEW CITY, NY

MYLES WEALTH MANAGEMENT, LLC

Mar 2016 – Jul 2016

FLORIDA, NY

MYLES WEALTH MANAGEMENT, LLC

May 2014 – Dec 2014

FLORIDA, NY

MYLES WEALTH MANAGEMENT, LLC

May 2014 – May 2014

NEW YORK, NY

CHASE INVESTMENT SERVICES CORP.

May 2011 – Jul 2012

MONROE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 4, 2011

Years registered · 15

Disclosure History

2017Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MYLES WEALTH MANAGEMENT, LLC

CRD 169635 · SEC 801-78851

AUM

$119M

Regulatory assets under management

Employees

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 →

Introduction

Speak with Luis

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Luis is the right fit? Take our 2-minute quiz →

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 Advisors Are you this advisor? Claim profile

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 →