Terry Lee Niles

Employer firm

Niles Asset Management, Inc CRD 107603

$96.4M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Niles Asset Management, Inc

Brushton, NY • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-03-25

NY RA
APPROVED

Since 2022-03-25

Branch Locations

65 Court St, Plsttsburgh, NY 12901 • United States

2 East Main Street, Canton, NY 13617 • United States

Brushton, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Niles Asset Management	Brushton	NY	10/1991	Present

10/1991 → Present

Niles Asset Management

Brushton, NY

Other Businesses

Niles and Sons, LLC Not investment related 1189 State Route 11 Brushton, NY 12916 (Rental property and a restaurant) Owner 2/2021 5 hours non during trading hours I have a manger that I supervise

Employer firm

Current Employers

Niles Asset Management, Inc

Disclosures

Employment History

Other Businesses

Designations

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