Myles Wealth Management, LLC

Myles Wealth Management, LLC (CRD# 169635) is a financial advisory firm headquartered in Florida, NY. They manage $64,449,596 in 471 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    471
    ACCOUNTS
  • Average Account Value
    $136,836
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY, VA

Financial Advisors at Myles Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Linda Tamberino
CRD#: 4579578
59 North Main Street, Florida, NY 10921
93
Wealthminder
score

Linda Tamberino (CRD# 4579578) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 13 years of experience in the finance industry.

2
Steven G. Kamen
CRD#: 736269
59 North Main Street, Florida, NY 10921
83
Wealthminder
score

Steven Kamen (CRD# 736269) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 17 years of experience in the finance industry.

3
Myles V. Mezzetti
CRD#: 842596
59 North Main Street, Florida, NY 10921
83
Wealthminder
score

Myles Mezzetti (CRD# 842596) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 27 years of experience in the finance industry.

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