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Matthew Steven Miles

Susquehanna Financial Group, Lllp

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About Matthew Steven Miles

Matthew Miles is a financial advisor with Susquehanna Financial Group, Lllp in Bala Cynwyd, PA. Matthew holds the Series 7TO, Series 63 and SIE licenses. Matthew is a registered representative and has been in the financial industry since January 15, 2023. Matthew is licensed in Pennsylvania. Prior to Susquehanna Financial Group, Lllp, Matthew was a financial advisor at VANGUARD MARKETING CORPORATION.

Firm Information

Matthew Miles is currently registered with Susquehanna Financial Group, Lllp. Susquehanna Financial Group, Lllp is a firm registered in all 50 states and the District of Columbia, as well as with the SEC. It was formed on July 25, 2002, and is classified as an "Other Types of Legal Formation".

Not reported

Assets Under Management

Not reported

Total Clients

128

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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Matthew Miles’s Registration & Firm History

PA

05/16/2024 - Present

Susquehanna Financial Group, Lllp (BALA CYNWYD PA)

PA

10/05/2022 - 02/02/2024

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 09/02/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matthew Steven Miles.
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