Unclaimed Profile

Myles Vincent Mezzetti

MYLES WEALTH MANAGEMENT, LLC·FLORIDA, New York

SIE, Series 1, Series 7, Series 24, Series 63, Series 6528 years registeredMYLES WEALTH MANAGEMENT, LLC

59 NORTH MAIN STREET, FLORIDA, NY 10921CRD# 842596Firm CRD# 169635

Profile Verification

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

Identity

Myles Vincent Mezzetti · FLORIDA, NY

Registration

CRD #842596 · MYLES WEALTH MANAGEMENT, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MYLES WEALTH MANAGEMENT, LLC

MYLES WEALTH MANAGEMENT, LLC

Feb 2015 – Jun 2025

FLORIDA, NY

MYLES WEALTH MANAGEMENT, LLC

Apr 2014 – Dec 2014

FLORIDA, NY

SIGNATOR INVESTORS, INC.

Dec 2013 – Dec 2013

FLORIDA, NY

AXA ADVISORS, LLC

Mar 2012 – Dec 2013

FLORIDA, NY

CADARET GRANT & CO INC

Jan 1998 – Sep 2003

FLORIDA, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 5, 1998

Years registered · 28

Disclosure History

2005Customer Dispute·Settled

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

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Frequently Asked Questions

What services does Myles Vincent Mezzetti offer?

Myles Vincent Mezzetti specializes in Financial Planning.

What are Myles Vincent Mezzetti's credentials?

Myles Vincent Mezzetti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Myles Vincent Mezzetti located?

Myles Vincent Mezzetti is based in FLORIDA, New York, last registered with MYLES WEALTH MANAGEMENT, LLC.

How does Myles Vincent Mezzetti charge for services?

Myles Vincent 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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