TrueAdvisor
TrueAdvisor
TM
CFP
TM
CFP

Tyler Jones Miles

Wedmont Private Capital
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Wedmont Private Capital
Compensation
Fixed/Hourly
Firm Size
6 advisors
Number of Clients
391 clients
Average Client Portfolio
$6.1M average
Assets Under Management
$2.4B

Fee Structure

Financial Planning:Included in AUM fee

Location

Ellicott City, MD

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Wedmont Private Capital
February 2024 - Present · 2 yrs
Previous Registrations
Keeney Financial Group INC.
August 2022 - December 2023 · 1 yr 4 mos
Triad Advisors LLCBroker
July 2022 - December 2023 · 1 yr 5 mos
Sfg Wealth Management
March 2022 - June 2022 · 3 mos
LPL Financial LLCBroker
June 2021 - July 2022 · 1 yr 1 mo
Commonwealth Financial NetworkBroker
January 2020 - June 2021 · 1 yr 5 mos
Commonwealth Financial Network
January 2020 - June 2021 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2018 - November 2019 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2018 - November 2019 · 1 yr 9 mos
Raymond James & Associates, INC.
September 2016 - January 2018 · 1 yr 4 mos
Raymond James & Associates, INC.Broker
September 2016 - January 2018 · 1 yr 4 mos
Deutsche Bank Securities INC.
November 2015 - September 2016 · 10 mos
Deutsche Bank Securities INC.Broker
October 2015 - September 2016 · 11 mos
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.