Stephen Patrick Miley
Investment adviser representative at Vestwell Advisors LLC
19 yearsExperience
1 stateRegistered in
$1BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Vestwell Advisors LLCMar 2022 to now
- Financial Engines Advisors L.L.C.Mar 2019 to Mar 2022
- Total Benefit CommunicationsOct 2018 to Feb 2019
- UnemployedDec 2017 to Sep 2018
- Nationwide Investment Services CorporationMar 2007 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (NY).
Vestwell Advisors LLC
$1BAssets managed
83,310Clients
8Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2422057
- Firm CRD
- 284173