Miles Savitz (CRD# 7817353) is an Investment Advisor Representative working at Leo Wealth, LLC in New York, NY and has 1 year of experience in the finance industry.
CRD# 2915697
Abbondandolo Wealth Management Corp
CRD# 5784181
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5241462
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Leo Wealth | New York, NY | Sep 2023 - Current | < 1 |
| Leo Wealth | New York, NY | Sep 2022 - Aug 2023 | < 1 |
| Columbia University | New York, NY | Sep 2019 - May 2023 | 3 |
| Leo Wealth | New York, NY | Jun 2021 - Aug 2021 | < 1 |
| Simpson, Thacher, & Bartlett | New York, NY | Jun 2020 - Aug 2020 | < 1 |
| Unemployed | Greenwich, CT | May 2019 - Sep 2019 | < 1 |
| Northfield Mount Hermon | Gill, MA | Sep 2015 - May 2019 | 3 |
| United Way Of New York City | New York, NY | May 2018 - Aug 2018 | < 1 |
| Unemployed | Greenwich, CT | Jun 2015 - Sep 2015 | < 1 |
| Central Middle School | Greenwich, CT | Aug 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- NY
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Total Assets Under Management1,518MILLIONS
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Total Number of Accounts3,937ACCOUNTS
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Average Account Value$385,688
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IN, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OK, PA, TX, VA
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