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 14 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 18 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 28 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.