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Stephen Patrick Miley

Vestwell Advisors LLC

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About Stephen Patrick Miley

Stephen Patrick Miley is an Investment Advisor Representative at Vestwell Advisors LLC. Stephen has over 20 years of experience in the financial services industry. Stephen holds a Series 6, 7, 63 and 65 licenses and has passed the SIE exam. Stephen has previous experience at Nationwide Investment Services Corporation, AIM Distributors, Inc., Amvescap Services, Inc., and Fidelity Investments Institutional Services Company, Inc. Stephen has also been employed by Financial Engines Advisors L.L.C. in Sunnyvale, CA. Stephen has been active in the investment advisory industry for over 15 years.

Firm Information

Stephen Miley is currently registered with Vestwell Advisors LLC. Vestwell Advisors LLC is a New York-based investment advisor with 279,513,513 in regulatory assets under management. The firm provides portfolio management services for individuals and pension and profit-sharing plans. Vestwell Advisors LLC also acts as a 3(38) ERISA investment manager.
Vestwell Advisors LLC

360 MADISON AVENUE

NEW YORK, NY 10017

$279.51M

Assets Under Management

Not reported

Total Clients

10

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.

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3(38) erisa investment manager

3(38) erisa investment manager

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Miley’s Registration & Firm History

MA

01/30/2025 - Present

Vestwell Advisors LLC (Foxboro MA)

OH

03/05/2007 - 11/17/2017

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

TX

11/16/2004 - 03/05/2007

A I M DISTRIBUTORS, INC. (HOUSTON TX)

GA

03/05/2001 - 11/05/2004

AMVESCAP SERVICES, INC. (ATLANTA GA)

RI

12/13/1993 - 01/12/2001

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 08/22/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2001

Series 7 - General Securities Representative Examination

BC

Issued 12/11/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Patrick Miley.
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