Myles V. Mezzetti
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Myles Vincent Mezzetti was a registered financial professional .
Myles is a previously registered financial professional and started their career in finance in 1977. Myles had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 24, 2015 - June 16, 2025
MYLES WEALTH MANAGEMENT, LLC
April 11, 2014 - December 31, 2014
MYLES WEALTH MANAGEMENT, LLC
December 6, 2013 - December 16, 2013
SIGNATOR INVESTORS, INC.
December 6, 2013 - October 2, 2017
SIGNATOR INVESTORS, INC.
March 27, 2012 - December 16, 2013
EQUITABLE ADVISORS, LLC
October 26, 2011 - December 16, 2013
EQUITABLE ADVISORS, LLC
January 5, 1998 - September 23, 2003
CADARET, GRANT & CO., INC.
April 12, 1994 - October 26, 2011
CADARET, GRANT & CO., INC.
January 31, 1991 - June 29, 1993
1717 CAPITAL MANAGEMENT COMPANY
June 19, 1983 - January 10, 1985
AETNA LIFE INSURANCE AND ANNUITY COMPANY
September 7, 1977 - October 15, 1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
September 7, 1977 - January 10, 1991
MONY SECURITIES CORPORATION
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 1
Date: 9/1/1977
Registered Representative ExaminationCurrent Firm
MYLES WEALTH MANAGEMENT, LLC
CRD#: 169635 / SEC#: 801-78851
Contact information
Regulatory assets under management
| Total Number of Accounts | 466 |
| AUM (Assets Under Management) | $ 97,100,154 |
Red Flags
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