AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MB

Myles Reid Blechner

HODES WEILL SECURITIES
NEW YORK, NY
·CRD# 2709013·30 years experience

Professional Summary

Myles Reid Blechner, who also goes by Myles Reid Blechner Mr, Myles Blechner, is a registered financial advisor currently at HODES WEILL SECURITIES, LLC located in New York, New York and DESTRA CAPITAL INVESTMENTS LLC located in Bozeman, Montana. Myles is registered as a RR (Registered Representative) and started their career in finance in 1996. Myles has worked at 17 firms and has passed the Series 63, Series 79TO, Series 52TO, Series 57TO, Series 99TO,...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Myles Reid Blechner Mr, Myles Blechner

Blog Corner

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
View profile
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Contact Information

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

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · 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

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Years of Experience

30 years in the financial services industry

Current & Past Employments

HODES WEILL SECURITIES, LLC·CRD# 131848
BD
1. 825 Third Avenue 15th Floor, New York, NY 100222. 825 Third Ave 15th Floor, New York, NY 10022
October 20, 2016 - Present
DESTRA CAPITAL INVESTMENTS LLC·CRD# 148299
BD
443 N. Willson Ave., Bozeman, MT 59715
August 8, 2017 - Present
CRESTONE SECURITIES LLC·CRD# 103981
BD
Boulder, CO
September 20, 2019 - February 2, 2021
CLARION PARTNERS SECURITIES, LLC·CRD# 166384
BD
New York, NY
March 20, 2019 - October 12, 2023
FLAGSTAR SECURITIES, INC·CRD# 104233
BD
New York, NY
March 12, 2018 - February 10, 2021
MUNIAXIS LEBENTHAL LLC·CRD# 166320
BD
New York, NY
April 11, 2014 - December 1, 2014
LEBENTHAL & CO., LLC·CRD# 145750
BD
New York, NY
April 3, 2014 - April 4, 2016
FIRST EMPIRE SECURITIES, INC.·CRD# 15129
BD
Hauppauge, NY
April 12, 2011 - March 28, 2014
LAIDLAW & COMPANY (UK) LTD.·CRD# 119037
BD
New York, NY
November 2, 2009 - April 12, 2011
SCHON-EX LLC·CRD# 32211
BD
Jericho, NY
October 23, 2006 - July 17, 2009
SCHONFELD SECURITIES, LLC·CRD# 23304
BD
Jericho, NY
June 1, 2006 - July 17, 2009
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Mitchel Field, NY
October 24, 2002 - July 5, 2006
F1 TRADING.COM, INC.·CRD# 20375
BD
Mineola, NY
March 22, 2002 - December 6, 2002
GLOBAL CAPITAL SECURITIES CORPORATION·CRD# 16184
BD
Englewood, CO
January 2, 2001 - March 26, 2002
GLOBAL CAPITAL MARKETS, LLC·CRD# 16191
BD
Melville, NY
August 9, 1999 - June 16, 1997
GLOBAL CAPITAL MARKETS, LLC·CRD# 16191
BD
Melville, NY
August 9, 1999 - January 2, 2001
BNY MELLON SECURITIES CORPORATION·CRD# 231
BD
New York, NY
August 4, 1997 - August 31, 1999
GLOBAL CAPITAL MARKETS, LLC·CRD# 16191
BD
March 27, 1997 - June 16, 1997
GKN SECURITIES CORP.·CRD# 19415
BD
New York, NY
April 10, 1996 - May 5, 1997

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Current Firm

DC
DESTRA CAPITAL INVESTMENTS LLC

DESTRA CAPITAL INVESTMENTS LLC | DESTRACOM INVESTMENTS LLC | DESTRA INVESTMENTS LLC

CRD#: 148299 / SEC#: 8-68006
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

443 N. Willson Ave., Bozeman, MT 59715

Mailing Address

443 N. Willson Ave., Bozeman, MT 59715

Phone Number

(877) 855-3434

Established

Delaware since 08/08/2008

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
DESTRA CAPITAL MANAGEMENT LLCMEMBER AND MANAGER OF DESTRA CAPITAL INVESTMENTS LLC—
BLECHNER, MYLES REIDCCO2709013
COSTENBADER, WALTER RUSSELLFINOP/CFO1828345
MARTELLARO, DOMINIC CARLCEO OF DESTRA CAPITAL INVESTMENTS LLC1271857
YOUNT, JAMESPRESIDENT2373645

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · 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.

The advisor shows no other business activity.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · 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
New York
(8/8/2017)

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 Apr 1996About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

Series 57TO — Securities Trader Exam

Passed Jan 2023About the Series 57TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Jan 2012

Series 7 — General Securities Representative Examination

Passed Apr 1996About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Sep 2010About the Series 53 exam

Series 4 — Registered Options Principal Examination

Passed Feb 2010About the Series 4 exam

Series 14 — Compliance Officer Examination

Passed Dec 2006About the Series 14 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Apr 2003About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Feb 2003About the Series 9 exam

Series 24 — General Securities Principal Examination

Passed Jan 2000About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Myles Reid Blechner's CRS (Customer Relationship Summary).

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#
MB
Follow Myles
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required