Luis NeelyCRD Number: 5445868
Current Firm: Myles Wealth Management, LLC
Luis Neely (CRD# 5445868) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 15 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Oppenheimer & Company Inc.
|Neely Consulting Inc.||Florida, NY||Dec 2018 - Current||5|
|Myles Wealth Management, LLC||Florida, NY||Oct 2016 - Current||7|
|Jpmorgan Securities LLC||New City, NY||Jun 2016 - Oct 2016||< 1|
|Sii||Albany, NY||Feb 2014 - Jun 2016||2|
|Myles Wealth Management, LLC||Florida, NY||Feb 2014 - Jun 2016||2|
|Key Investment Services LLC||Poughkeepsie, NY||Jul 2012 - Feb 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2007|
|S65||NASAA Investment Advisors Law Examination||May 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management108MILLIONS
Total Number of Accounts629ACCOUNTS
Average Account Value$171,363
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, NJ, NY, TX, VA
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