Stephen James Myler
Professional Summary
Stephen James Myler, who also goes by Myles Myler, is a registered financial advisor currently at MPM WEALTH ADVISORS located in Miramar Beach, Florida. Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Stephen has worked at 9 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Myles Myler
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Years of Experience
27 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
MODERN PORTFOLIO MANAGEMENT INC | MPM WEALTH ADVISORS, INC. | MPM WEALTH ADVISORS INC. | MPM WEALTH ADVISORS | MODERN PORTFOLIO MANAGEMNT INC
Contact Information
Main Address
7429 International Drive Suite A, Holland, OH 43528-8623Phone Number
(419) 861-1400# of Employees
18SEC notice filing (26 States and Territories)
Registered to provide investment advisory services in 26 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,454AUM (Assets Under Management)
$1,038,583,016Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
MODERN PORTFOLIO MANAGEMENT INC | MPM WEALTH ADVISORS, INC. | MPM WEALTH ADVISORS INC. | MPM WEALTH ADVISORS | MODERN PORTFOLIO MANAGEMNT INC
State Registrations and Notice Filings
(6/12/2015)
(4/19/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Stephen James Myler's CRS (Customer Relationship Summary).
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