Miles Xavier Tomlinson
Investment adviser representative at Private Advisor Group, LLC
11 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 yearsFirm in business
Are you Miles Xavier Tomlinson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Private Advisor Group, LLCDec 2024 to now
- LPL Financial LLCJul 2024 to now
- Strategic Asset Services - An Investment Advisor Attached To LPLNov 2023 to Jul 2024
- Mutual of AmericaJun 2023 to Aug 2023
- The Rathskeller BarApr 2022 to May 2024
- DoordashDec 2021 to Jan 2022
- Sunningdale Country ClubJun 2021 to Jun 2024
- Binghamton UniversityMay 2020 to May 2024
- Edegmont Day CampJun 2019 to Aug 2019
- Greenburgh Parks and RecMay 2019 to Jul 2019
- Edgemont Jr/sr HighschoolJun 2018 to May 2020
- International School of DusseldorfJun 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 7951703
- Firm CRD
- 155216