LN
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Luis Neely
18 Years of Experience
Florida, NY
1 Disclosure
Luis Neely is a registered investment advisor at Kestra Advisory Services, LLC, based in Florida, NY, with 18 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
59 N. Main St, Florida, NY, 10921
Get directionsHistory
Regulatory History (1)
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Financial
March 2017Final
Employment History
Current Registrations
Kestra Advisory Services, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Myles Wealth Management, LLC
October 2016 - December 2024 · 8 yrs 2 mos
J.P. Morgan Securities LLC
June 2016 - October 2016 · 4 mos
J.P. Morgan Securities LLCBroker
June 2016 - October 2016 · 4 mos
Myles Wealth Management, LLC
March 2016 - July 2016 · 4 mos
Myles Wealth Management, LLC
May 2014 - December 2014 · 7 mos
Myles Wealth Management, LLC
May 2014 - May 2014 · 0 mos
Signator Investors, INC.Broker
February 2014 - July 2016 · 2 yrs 5 mos
Key Investment Services LLCBroker
July 2012 - February 2014 · 1 yr 7 mos
Chase Investment Services CORP.
May 2011 - July 2012 · 1 yr 2 mos
Chase Investment Services CORP.Broker
December 2007 - July 2012 · 4 yrs 7 mos
State Registrations3 states
NJNYTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.