Phillip Miani, financial advisor Key West FL
83 score

Phillip Miani

CRD Number: 1027170
Current Firm: Eagle Strategies LLC

Phillip Miani (CRD# 1027170) is an Investment Advisor Representative working at Eagle Strategies LLC in Key West, FL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
The Miani Group Key West, FL Apr 2008 - Current 8
Nylife Securities Inc. Miami, FL Sep 1988 - Current 28
New York Life Ins Co Boulder, CO May 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1982
S65 NASAA Investment Advisors Law Examination Apr 1999
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Phillip N. Miani
Phone Number: (888) 695-3245
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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