Luis
Neely
Myles Wealth Management, LLC
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About this Advisor
Luis Neely is a financial advisor based in Florida, New York, working with Myles Wealth Management, LLC. Luis has previously held positions at Sii, Myles Wealth Management, LLC, Jpmorgan Securities LLC, and Neely Consulting Inc. Luis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Luis 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.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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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
Luis Neely Work History
Neely Consulting Inc
Myles Wealth Management, LLC
Jpmorgan Securities LLC
Sii
Myles Wealth Management, LLC
Disclosures
Please visit the SEC profile of Luis Neely 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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