Luis Neely, financial advisor Florida NY

Luis Neely

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Luis A. Neely
Phone Number: 845-651-3070
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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