Myles Mezzetti (CRD# 842596) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 34 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 |
|---|---|---|---|
| Sii | Albany, NY | Dec 2013 - Current | 10 |
| Myles Wealth Management, LLC | Florida, NY | Dec 2013 - Current | 10 |
| Myles Financial Services | Goshen, NY | Sep 1987 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1989 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
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Total Assets Under Management119MILLIONS
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Total Number of Accounts592ACCOUNTS
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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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