Stuart
Mizen
Skybound Wealth Management Usa, LLC
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About this Advisor
Stuart Mizen is a financial advisor based in Miami, Florida with a total of 1 year of industry experience. Mizen is an advisor for Skybound Wealth Management Usa, LLC. Over the course of their career, they have held roles at Guardian Life Management Dmcc (Skybound Insurance Brokerage, Holborn Assets LLC, Lime Financial LTD, Life Plus Insurance Brokers LLC, Elite Capital Solutions LLC and Skybound Wealth Management Usa, LLC. Mizen maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Nevada. Skybound Wealth Management Usa, LLC is an advisory firm that has its headquarters in Miami, FL. The investment advisory business has a total of 13 people on staff. It handles $235 million in assets under management between its 409 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 409 accounts, 22% are associated with high-net-worth investors who have at least $1 million in investable assets. Skybound Wealth Management Usa, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services usually depend on which services the firm provides the client. However, fees charged by Skybound Wealth Management Usa, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Skybound Wealth Management Usa, LLC Brokerage Details
$235,200,000
13
409
$575,061
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Stuart Mizen Work History
Stuart has been registered as a financial advisor for 1 years.*
Skybound Wealth Management Usa, LLC
Guardian Life Management Dmcc (Skybound Insurance Brokerage
Holborn Assets LLC
Lime Financial LTD
Life Plus Insurance Brokers LLC
Elite Capital Solutions 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 Stuart Mizen 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 Skybound Wealth Management Usa, LLC
Dubai,
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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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