Stephen J. Myler

MPM WEALTH ADVISORS

MIRAMAR BEACH, FL

Some features on this profile are disabled

CRD#: 4000136

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Myles Myler

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) DBA MYLER FINANCIAL PLANNING/5/5/2010/YES/449 SHORE DRIVE, MIRAMAR BEACH, FL 32550/FINANCE/SOLE PROPRIETOR/10/99/200/200/COMPREHENSIVE FINANCIAL PLANNING SERVICES. (2) ZEIDERS ENTERPRISES/MM/2013/NO/449 SHORE DRIVE, MIRAMAR BEACH, FL 32550/MILITARY FAMILY READINESS COUNSELOR/COUNSELING FAMILIES ABOUT FINANCIAL READINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen James Myler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 12, 2015 - Present

MPM WEALTH ADVISORS

RIA

CRD#: 104926

MIRAMAR BEACH, FL

Past

July 7, 2010 - December 31, 2013

ONYX WEALTH ADVISORS, INC.

RIA

CRD#: 119558

DESTIN, FL

Past

May 3, 2010 - May 31, 2012

CAMBRIDGE LEGACY SECURITIES L.L.C.

CRD#: 103722

MIRAMAR BEACH, FL

Past

December 1, 2006 - May 4, 2010

QUESTAR CAPITAL CORPORATION

CRD#: 43100

MIRAMAR BEACH, FL

Past

November 20, 2006 - May 17, 2010

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

MIRAMAR BEACH, FL

Past

August 8, 2005 - December 1, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

MIRAMAR BEACH, FL

Past

August 5, 2005 - June 16, 2006

USALLIANZ SECURITIES, INC.

RIA

CRD#: 40875

MIRAMAR BEACH, FL

Past

June 12, 2003 - April 15, 2004

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

DESTIN, FL

Past

June 10, 2003 - April 15, 2004

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

March 26, 2003 - December 31, 2003

SUPERIOR WEALTH CARE, INC.

RIA

CRD#: 124978

STEAMBOAT SPRINGS, CO

Past

November 16, 1999 - June 19, 2003

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

STEAMBOAT SPRINGS, CO

Past

August 30, 1999 - June 19, 2003

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MPM WEALTH ADVISORS

MODERN PORTFOLIO MANAGEMENT INC | MPM WEALTH ADVISORS, INC. | MPM WEALTH ADVISORS INC. | MPM WEALTH ADVISORS | MODERN PORTFOLIO MANAGEMNT INC

CRD#: 104926 / SEC#: 801-50488

RIA

Registered Investment Advisory firm - (11/17/1995 Approved)

Florida

Registered Investment Advisory firm - (3/21/2003 Cancelled)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/12/2015)

IAR

Texas
(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

State Security Law Exam

IAR

Series 66

Date: 9/9/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/27/1999

General Securities Representative Examination

Current Firm

MPM WEALTH ADVISORS

MODERN PORTFOLIO MANAGEMENT INC | MPM WEALTH ADVISORS, INC. | MPM WEALTH ADVISORS INC. | MPM WEALTH ADVISORS | MODERN PORTFOLIO MANAGEMNT INC

CRD#: 104926 / SEC#: 801-50488

RIA

Registered Investment Advisory firm - (11/17/1995 Approved)

Florida

Registered Investment Advisory firm - (3/21/2003 Cancelled)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7429 International Drive Suite A, Holland, OH 43528-8623

Mailing Address

Phone number

(419) 861-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MPM WEALTH ADVISORS - FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	2,435
AUM (Assets Under Management)	$ 888,866,554

Red Flags

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

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Stephen J. Myler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen James Myler's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONYX WEALTH ADVISORS, INC.

CAMBRIDGE LEGACY SECURITIES L.L.C.

QUESTAR CAPITAL CORPORATION

QUESTAR ASSET MANAGEMENT, INC.

USALLIANZ SECURITIES, INC.

USALLIANZ SECURITIES, INC.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

SUPERIOR WEALTH CARE, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

MPM WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/9/1999

Series 7

Date: 8/27/1999

Current Firm

MPM WEALTH ADVISORS

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MPM WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors