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Mezzetti, Myles V. (Florida)


Mezzetti, Myles V. is a mid-sized advisory firm based in Florida. It manages $63.88 million of regulatory assets for 303 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.

Mezzetti, Myles V provides financial planning services and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mezzetti, Myles V: assets under management

The assets under management (AUM) of Mezzetti, Myles V. is $63.88 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $63.88 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $210.83 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mezzetti, Myles V. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Florida

The principal office where Mezzetti, Myles V. performs its advisory services is located at 59 North Main Street, Florida, NY 10921, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 845-651-3070 or by fax 845-651-2170. The normal business hours are by appointment on Monday - Friday.


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