Lori Mezzetti (CRD# 2282578) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 31 years of experience in the finance industry.
CRD# 1778571
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5326140
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Myles Wealth Management | Florida, NY | Dec 2013 - Current | 10 |
| Sii | Albany, NY | Dec 2013 - Apr 2017 | 3 |
| Myles Financial Services | Florida, NY | Sep 2006 - Apr 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2012 |
- NY
- TX
-
Total Assets Under Management119MILLIONS
-
Total Number of Accounts592ACCOUNTS
-
Average Account Value$201,721
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, NJ, NY, TX, VA
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