Miles Taylor Fuquay
Investment adviser representative at 1900 Wealth
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- 1900 WealthAug 2018 to now
- 1900 Wealth Formerly Monticello Wealth Management, LLCJul 2018 to now
- Jefferson BankJun 2005 to Jul 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
1900 Wealth
Legal name: 1900 Wealth Management LLC
$3.1BAssets managed
496Clients
18Advisers
11 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
- 4488896
- Firm CRD
- 175346