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Brendan Philip Miles

Masterworks Advisers, LLC

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About Brendan Philip Miles

Brendan Miles is an investment advisor representative with Masterworks Advisers, LLC. Brendan has been in the financial services industry for over 11 years. Previously, Brendan worked at Arete Wealth Management, LLC, Wells Fargo Clearing Services, LLC, TD Ameritrade, Inc., HSBC Securities (USA) Inc., and J.P. Morgan Securities LLC. Brendan has a Series 6, 7, 63, and 66. Brendan provides investment advice to high-net-worth individuals and pooled investment vehicles. Brendan is registered with the state of New York and Texas.

Firm Information

Brendan Miles is currently registered with Masterworks Advisers, LLC. Masterworks Advisers, LLC is an investment adviser based in NEW YORK, NY. The firm manages approximately $37,198,850 in assets for 438 clients. Masterworks Advisers, LLC provides portfolio management for individuals and pooled investment vehicles. The firm primarily works with individuals other than high-net-worth individuals, high-net-worth individuals, and pooled investment vehicles.
Masterworks Advisers, LLC

225 LIBERTY STREET

NEW YORK, NY 10281

$37.20M

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Brendan Miles’s Registration & Firm History

NY

06/30/2023 - Present

Masterworks Advisers, LLC (NEW YORK NY)

NY

11/29/2021 - 12/31/2022

ARETE WEALTH MANAGEMENT, LLC (New York NY)

NY

11/10/2016 - 12/08/2021

WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)

NY

04/12/2016 - 08/22/2016

TD AMERITRADE, INC. (New York NY)

NY

12/20/2013 - 03/15/2016

HSBC SECURITIES (USA) INC. (NEW YORK NY)

NY

10/01/2012 - 12/06/2013

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

06/04/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/21/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2012

Series 7 - General Securities Representative Examination

BC

Issued 06/03/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brendan Philip Miles.
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