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MYLES WEALTH MANAGEMENT, LLC
MYLES WEALTH MANAGEMENT, LLC
FLORIDA, New York
·
4 registered advisors
·
CRD# 169635
SEC# 801-78851
0
845-651-3070
01
Firm Overview
AUM
$119M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Other: SOLICITOR FEES
03
Specialties
Financial Planning
04
Advisors at MYLES WEALTH MANAGEMENT, LLC
4 registered advisors
James Gerard Mezzetti
FLORIDA, New York
CRD# 2837967
Luis A Neely
FLORIDA, New York
CRD# 5445868
Myles Vincent Mezzetti
FLORIDA, New York
CRD# 842596
Patricia Josephine Hoover
FLORIDA, New York
CRD# 1802802
05
Office Locations
FLORIDA, New York
4 advisors
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Data sourced from SEC Form ADV filings. MYLES WEALTH MANAGEMENT, LLC (CRD# 169635) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.