Myles Wealth Management, LLC

Myles Wealth Management, LLC (CRD# 169635) is a financial advisory firm headquartered in Florida, NY. They manage $71,862,917 in 394 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    394
    ACCOUNTS
  • Average Account Value
    $182,393
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, TX, VA

Financial Advisors at Myles Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Lori Schellberg
CRD#: 2282578
59 North Main Street, Florida, NY 10921
93
Wealthminder
score

Lori Schellberg (CRD# 2282578) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 25 years of experience in the finance industry.

2
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 15 years of experience in the finance industry.

3
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.

4
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.

5
Luis A. Neely
CRD#: 5445868
59 North Main Street, Florida, NY 10921
81
Wealthminder
score

Luis Neely (CRD# 5445868) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 10 years of experience in the finance industry.

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