MO
MO

Myles Benjaman Overstreet

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
718 clients
Average Client Portfolio
$279K average
Assets Under Management
$200.6M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Loading...

Location

10050 South State Street, Sandy, UT, 84070

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 →
Other Business ActivitiesSells Insurance

Myles works as an insurance agent offering life insurance products since May 2018. This activity, which is not investment-related, takes a few hours per week.

Employment History
Current Registrations
New Millennium Group
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Capital Wealth Advisors, LLC
August 2021 - April 2022 · 8 mos
New Millennium Group
January 2021 - March 2021 · 2 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.