Lori
Mezzetti
Myles Wealth Management, LLC
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About this Advisor
Lori Mezzetti is a financial advisor based in Florida, New York, working with Myles Wealth Management, LLC. Lori has previously held positions at Myles Financial Services, Sii, and Myles Wealth Management. Lori has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Lori is part of Myles Wealth Management, LLC, which operates out of Florida, New York. The firm has 5 employees and manages assets totaling $119.4 million. The firm serves high-net-worth clients and offers services including financial planning services, selection of other advisers, and educational seminars. The fee structure at Myles Wealth Management, LLC includes asset-based, hourly, fixed, and other fees.
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Myles Wealth Management, LLC Brokerage Details
$119,418,669
5
592
$201,721
Investment Advisory Services
- Financial planning services
- Selection of other advisers
- Educational seminars/workshops
Lori Mezzetti Work History
Myles Wealth Management
Sii
Myles Financial Services
Disclosures
Please visit the SEC profile of Lori Mezzetti 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
Florida, NY
Florida, NY
Florida, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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