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Bruce Andrew Miles

I-Bankers Securities, Inc.

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About Bruce Andrew Miles

Bruce Andrew Miles is a financial advisor with over 15 years of experience in the industry. Bruce has a wide range of experience in the industry having worked at various firms including I-Bankers Direct, LLC, CIM Securities, LLC, Brookline Group, LLC, Roberts Mitani, LLC, and Paramount BioCapital, Inc. Bruce is currently registered with I-Bankers Securities, Inc. and holds Series 7, Series 63, SIE and Series 79TO licenses. Bruce is registered in 18 states including California, Colorado, Connecticut, Florida, Georgia, Illinois, Kentucky, Louisiana, Michigan, New Hampshire, New Jersey, New York, Oklahoma, Pennsylvania, Puerto Rico, Tennessee, Texas, and Wisconsin.

Firm Information

Bruce Miles is currently registered with I-Bankers Securities, Inc.. I-Bankers Securities, Inc. is a Corporation that was formed on June 6, 1996. It is approved to operate in all 50 states and the District of Columbia and has a registered office in Alabama.

Not reported

Assets Under Management

Not reported

Total Clients

18

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.

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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Bruce Miles’s Registration & Firm History

FL

09/26/2018 - Present

I-Bankers Securities, Inc. (BOCA RATON FL)

FL

06/09/2021 - 06/11/2024

I-BANKERS DIRECT, LLC (BOCA RATON FL)

NY

02/03/2016 - 11/07/2017

CIM SECURITIES, LLC (New York NY)

NY

08/20/2015 - 01/04/2016

BROOKLINE GROUP, LLC (NEW YORK CITY NY)

NY

05/22/2014 - 08/24/2015

I-BANKERS DIRECT, LLC (NEW YORK NY)

NY

06/28/2013 - 08/24/2015

I-BANKERS SECURITIES, INC. (NEW YORK NY)

NY

07/25/2008 - 04/25/2012

ROBERTS MITANI, LLC (NEW YORK NY)

NY

11/17/2005 - 07/16/2008

PARAMOUNT BIOCAPITAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/07/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruce Andrew Miles.
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