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).
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Total Assets Under Management119MILLION
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Total Number of Accounts592ACCOUNTS
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Average Account Value$201,721
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, NJ, NY, TX, VA
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.
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.
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.