Sydney
Millay
Fwg Investments, LLC
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About this Advisor
Sydney Millay is a financial advisor who works in Lexington, Kentucky. Millay works at Fwg Investments, LLC. Throughout their career, they have worked at University Of Kentucky Recreation & Wellness, Northwestern Mutual, Orange Theory Fitness, Family Wealth Group, Full Time Student and University Of Kentucky. Millay holds a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Kentucky. Fwg Investments, LLC is a business that has its headquarters in Lexington, KY. The firm has offices in four locations and a total of 22 financial advisors. It oversees $340 million in total assets between its 2,987 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees largely depend on which services the firm provides the client. Fees billed by Fwg Investments, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fwg Investments, LLC Brokerage Details
$339,613,374
22
2,987
$113,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Sydney Millay Work History
Sydney has been registered as a financial advisor for 0 years.*
Family Wealth Group
Northwestern Mutual
Orange Theory Fitness
University Of Kentucky
University Of Kentucky Recreation & Wellness
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sydney Millay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fwg Investments, LLC
Harrodsburg, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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