Patrick B. Miles
Investment adviser representative at Signal Advisors Wealth, LLC
11 yearsExperience
1 stateRegistered in
$1.7BFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Signal Advisors Wealth, LLCJul 2026 to now
- Miles Financial GroupJan 2024 to now
- Triad Wealth PartnersFeb 2025 to Jul 2026
- Brookstone Wealth Advisors, LLCFeb 2024 to Jul 2025
- Safeguard Investment Advisory Group, LLCJan 2020 to Jan 2024
- Miles Financial GroupJan 2015 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Signal Advisors Wealth, LLC
$1.7BAssets managed
4,816Clients
47Advisers
3 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
- 7248070
- Firm CRD
- 301086