MF
MF

Miles Feuer

5 Years of Experience
Burlington, MA
Broker

Miles Feuer is a registered investment advisor at Raymond James & Associates, INC., based in Burlington, MA, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

20 Burlington Mall Rd, Suite 440, Burlington, MA, 01803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2023 - Present · 3 yrs
Raymond James & Associates, INC.
May 2023 - Present · 3 yrs
Raymond James & Associates, INC.
May 2023 - Present · 3 yrs
Previous Registrations
Fidelity Personal and Workplace Advisors
April 2022 - January 2023 · 9 mos
Fidelity Brokerage Services LLCBroker
February 2022 - December 2022 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2020 - January 2022 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2020 - January 2022 · 1 yr 1 mo
Bcg Securities, INC.Broker
September 2019 - November 2019 · 2 mos
State Registrations23 states
CACOCTDCFLGAHIKSMAMDMEMINCNHNJNYOHPARISCVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.