Sydney Millay (CRD# 7359119) is an Investment Advisor Representative working at Fwg Investments, LLC in Lexington, KY and has 1 year of experience in the finance industry.
CRD# 5978053
Edward Jones
CRD# 5157750
Context Financial LLC
CRD# 1061144
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Family Wealth Group | Lexington, KY | May 2022 - Current | 2 |
| Orange Theory Fitness | Lexington, KY | Oct 2021 - May 2022 | < 1 |
| Northwestern Mutual | Cincinnati, OH | May 2021 - Sep 2021 | < 1 |
| University Of Kentucky | Lexington, KY | Aug 2020 - May 2021 | < 1 |
| University Of Kentucky Recreation & Wellness | Lexington, KY | Nov 2019 - Aug 2020 | < 1 |
| Full Time Student | Florence, KY | May 2011 - Nov 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- KY
-
Total Assets Under Management206MILLIONS
-
Total Number of Accounts2,659ACCOUNTS
-
Average Account Value$77,437
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, GA, HI, IN, KY, NC, OH, SC, TN, TX, WV
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