Linda
Tamberino

Myles Wealth Management, LLC

CRD#4579578
Investment Advisor
in Florida, NY

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About this Advisor

Linda Tamberino is a financial advisor who works in Florida, New York with 8 years of relevant experience. Tamberino is on the advisory team at Myles Wealth Management, LLC. Tamberino has gained experience at Axa Advisors, LLC, Sii and Myles Wealth Management, LLC. Tamberino has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Virginia. Myles Wealth Management, LLC is a firm operating out of Florida, NY. It controls $108 million in assets under management across its 629 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 629 accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Myles Wealth Management, LLC performs a few services, such as financial planning services, selection of other advisers and educational seminars. Financial management fee schedules typically depend on which services the firm provides the client. Fee types billed by Myles Wealth Management, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

59 North Main Street
Florida, NY 10921

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Myles Wealth Management, LLC Brokerage Details

Total Assets Under Management

$107,787,339

NY Average: $7,464,549,021
Total Number of Employees

5

NY Average: 88
Total Number of Accounts

629

NY Average: 3,892
Average Account Size

$171,363

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Educational seminars/workshops

Linda Tamberino Work History

Linda has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Myles Wealth Management, LLC

2013 - Present (11 years)

Sii

2013 - 2013 (< 1 year)

Axa Advisors, LLC

*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 Linda Tamberino 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 Myles Wealth Management, LLC

Linda Tamberino
Florida, NY
Luis Neely
Florida, NY
Lori Mezzetti
Florida, NY
Myles Mezzetti
Florida, NY

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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