Myles Wealth Management, LLC

Myles Wealth Management, LLC (CRD# 169635) is a financial advisory firm headquartered in Florida, NY. They manage $119,418,669 in 592 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
59 North Main Street, Florida, NY 10921
http://www.myleswealthmanagement.com/
By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    592
    ACCOUNTS
  • Average Account Value
    $201,721
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, TX, VA

Financial Advisors at Myles Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lori Mezzetti, financial advisor Florida NY
Lori Mezzetti
CRD#: 2282578
59 North Main Street, Florida, NY 10921

Lori Mezzetti (CRD# 2282578) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 31 years of experience in the finance industry.

2
Myles Mezzetti, financial advisor Florida NY
Myles V. Mezzetti
CRD#: 842596
59 North Main Street, Florida, NY 10921

Myles Mezzetti (CRD# 842596) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 34 years of experience in the finance industry.

3
Luis Neely, financial advisor Florida NY
Luis A. Neely
CRD#: 5445868
59 North Main Street, Florida, NY 10921

Luis Neely (CRD# 5445868) is an Investment Advisor Representative working at Myles Wealth Management, LLC in Florida, NY and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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