Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

AdvisorLive

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's AdvisorLive helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

ME

Miles Joshua Edwards

NETREX CAPITAL MARKETS

Melville, NY

·CRD# 2040332·33 years experience

Professional Summary

Miles Joshua Edwards, who also goes by Miles J. Edwards, Myles Joshua Edwards IV, Myles Joshua Edwards, is a registered financial advisor currently at NETREX CAPITAL MARKETS, LLC located in Melville, New York and DISRUPTIVE SECURITIES located in New York, New York. Miles is registered as a RR (Registered Representative) and started their career in finance in 1993. Miles has worked at 20 firms and has passed the Series 63, Series 65, Series 52TO, Series...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Miles J. Edwards, Myles Joshua Edwards Iv, Myles Joshua Edwards

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#

Jason Matthew Gilbert

Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#

Peter David Dubin

LPL FINANCIAL LLC

Valley, NY · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#

Jason Matthew Gilbert

Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#

Peter David Dubin

LPL FINANCIAL LLC

Valley, NY · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#

Jason Matthew Gilbert

Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#

Peter David Dubin

LPL FINANCIAL LLC

Valley, NY · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#

Jason Matthew Gilbert

Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#

Peter David Dubin

LPL FINANCIAL LLC

Valley, NY · CRD#

Years of Experience

33 years in the financial services industry

Current & Past Employments

NETREX CAPITAL MARKETS, LLC·CRD# 160529

BD

1. 270 South Service Road, Melville, NY 11747-23392. 11811 Highway One Suite 102, North Palm Beach, FL 33408

February 24, 2018 - Present

DISRUPTIVE SECURITIES·CRD# 299155

BD

1. 368 9th Avenue Suite 5-128 6th Floor, New York, NY, 100012. 200 Crescent Court Suite 1175 , Dallas, TX 75201

February 5, 2024 - Present

KINDLING MBD LLC·CRD# 331366

BD

Chamblee, GA

March 3, 2026 - March 6, 2026

CRUSH SECURITIES LLC·CRD# 316407

BD

Boca Raton, FL

July 2, 2025 - August 7, 2026

SANCTUARY ADVISORS, LLC·CRD# 226606

RIA

Essex Fells, NJ

October 22, 2021 - May 16, 2023

SANCTUARY SECURITIES, INC.·CRD# 205

BD

New York, NY

October 22, 2021 - May 16, 2023

GARY GOLDBERG PLANNING SERVICES·CRD# 173565

RIA

Locust Valley, NY

January 23, 2019 - October 15, 2021

GARY GOLDBERG & CO., LLC·CRD# 47957

BD

Saddle Brook, NJ

January 23, 2019 - October 15, 2021

SHUFRO, ROSE & CO., LLC·CRD# 3403

RIA

New York, NY

January 13, 2015 - February 7, 2018

SHUFRO, ROSE & CO., LLC·CRD# 3403

BD

New York, NY

January 13, 2015 - February 8, 2016

CONSTELLATION WEALTH ADVISORS LLC·CRD# 142502

RIA

New York, NY

July 23, 2013 - January 13, 2015

CONSTELLATION WEALTH ADVISORS LLC·CRD# 142502

BD

New York, NY

April 18, 2011 - January 13, 2015

COINBASE SECURITIES, INC.·CRD# 151143

BD

San Mateo, CA

September 21, 2010 - April 15, 2011

TAP SECURITIES LLC·CRD# 151593

BD

New York, NY

July 2, 2010 - August 6, 2010

AIA CAPITAL MARKETS LLC·CRD# 44156

BD

New York, NY

April 16, 2007 - July 30, 2009

HEALTHPOINTCAPITAL ADVISORS, LLC·CRD# 126546

BD

New York, NY

August 29, 2006 - November 20, 2006

MISSIONSQUARE RETIREMENT·CRD# 108783

RIA

Washington, DC

June 16, 2004 - September 28, 2004

MISSIONSQUARE WEALTH MANAGEMENT·CRD# 23189

BD

Washington, DC

September 5, 2001 - September 28, 2004

FERRIS, BAKER WATTS, LLC·CRD# 285

BD

Baltimore, MD

September 7, 2000 - July 27, 2001

THE ADVISORS GROUP, INC.·CRD# 14035

BD

Bethesda, MD

July 21, 1997 - July 1, 1999

CRESTAR SECURITIES CORPORATION·CRD# 17464

BD

Richmond, VA

February 2, 1996 - July 18, 1997

CITICORP INVESTMENT SERVICES·CRD# 23988

BD

Long Island City, NY

June 23, 1993 - February 13, 1995

Similar Advisors

Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#

Jason Matthew Gilbert

Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#

Peter David Dubin

LPL FINANCIAL LLC

Valley, NY · CRD#

Current Firm

DS

DISRUPTIVE SECURITIES

DISRUPTIVE SECURITIES | DISRUPTIVE SECURITIES, LLC

CRD#: 299155 / SEC#: 8-70241

BD

Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

368 9th Avenue Suite 5-128 6th Floor, New York, NY, 10001

Mailing Address

369 9th Avenue Suite 5-128 6th Floor, New York, NY, 10001

Phone Number

(973) 650-4385

Established

Delaware since 09/24/2018

Firm Type

Limited Liability Company

Fiscal Year End

September

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
DTA MASTER, LLC	SOLE MEMBER	—
EDWARDS, MILES JOSHUA	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	2040332
SILVESTRO, MICHELE ANN	FINANCIAL AND OPERATIONS PRINCIPAL	6960939

Similar Advisors

Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#

Jason Matthew Gilbert

Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#

Peter David Dubin

LPL FINANCIAL LLC

Valley, NY · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Name: VIRTUS INVESTMENT PARTNERS Position: INDEPENDENT TRUSTEE/DIRECTOR Nature: INDEPENDENT TRUSTEE FOR AN ETF TRUST. Investment Related: Yes Hours: 2 Securities Trading Hours: 0 Start Date: 01/01/2015 Address: 1540 BROADWAY, STE 1020, NEW YORK NY 10036, United States Description: BOARD MEETINGS.

(2) Edwards Securities Consultants, LLC provides securities related consulting including outsourced CCO, Investment Related - 15-20 hours monthly.

Similar Advisors

Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#

Jason Matthew Gilbert

Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#

Peter David Dubin

LPL FINANCIAL LLC

Valley, NY · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(2/5/2024)

RR

Alaska
(2/5/2024)

RR

Arizona
(2/5/2024)

RR

Arkansas
(2/5/2024)

RR

California
(8/24/2018)

RR

Colorado
(2/5/2024)

RR

Connecticut
(2/5/2024)

RR

Delaware
(2/5/2024)

RR

District of Columbia
(2/5/2024)

RR

Florida
(8/24/2018)

RR

Georgia
(2/5/2024)

RR

Hawaii
(2/5/2024)

RR

Idaho
(2/5/2024)

RR

Illinois
(2/5/2024)

RR

Indiana
(2/5/2024)

RR

Iowa
(2/5/2024)

RR

Kansas
(2/5/2024)

RR

Kentucky
(2/5/2024)

RR

Louisiana
(2/5/2024)

RR

Maine
(2/5/2024)

RR

Maryland
(2/5/2024)

RR

Massachusetts
(2/5/2024)

RR

Michigan
(2/5/2024)

RR

Minnesota
(2/5/2024)

RR

Mississippi
(2/5/2024)

RR

Missouri
(2/5/2024)

RR

Montana
(2/5/2024)

RR

Nebraska
(2/5/2024)

RR

Nevada
(2/5/2024)

RR

New Hampshire
(2/5/2024)

RR

New Jersey
(2/5/2024)

RR

New Mexico
(2/5/2024)

RR

New York
(7/27/2018)

RR

North Carolina
(2/5/2024)

RR

North Dakota
(2/5/2024)

RR

Ohio
(2/5/2024)

RR

Oklahoma
(2/5/2024)

RR

Oregon
(2/5/2024)

RR

Pennsylvania
(2/5/2024)

RR

Puerto Rico
(2/5/2024)

RR

Rhode Island
(2/5/2024)

RR

South Carolina
(2/5/2024)

RR

South Dakota
(2/5/2024)

RR

Tennessee
(7/28/2026)

RR

Texas
(2/5/2024)

RR

Utah
(2/5/2024)

RR

Vermont
(2/5/2024)

RR

Virgin Islands
(2/5/2024)

RR

Virginia
(2/5/2024)

RR

Washington
(2/5/2024)

RR

West Virginia
(2/5/2024)

RR

Wisconsin
(2/5/2024)

RR

Wyoming
(2/5/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2018About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2004About the Series 65 exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 1993About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Dec 1996About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Oct 1993About the Series 24 exam

FINRA

SRO Registrations

Similar Advisors

Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#

Jason Matthew Gilbert

Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#

Peter David Dubin

LPL FINANCIAL LLC

Valley, NY · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Miles Joshua Edwards's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#

Jason Matthew Gilbert

Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

Subhrajit Goon

AIMCDONNAUGH & CO. INC.

Berkeley heights, NJ · CRD#

Peter David Dubin

LPL FINANCIAL LLC

Valley, NY · CRD#

ME

Follow Miles

Get alerted to job moves, licensing changes, and new disclosures

Free — no card required