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Stephen Patrick Miley

Vestwell Advisors LLC

New York, NY

Foxboro, MA

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Current Employers
Vestwell Advisors Llc

360 Madison Avenue 15Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-01-30
  • NY RA
    APPROVED
    Since 2025-01-30

Branch Locations

360 Madison Avenue 15Th Floor, New York, NY 10017 • United States

Foxboro, MA • 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
OrganizationCityStateFromTo
Nationwide Investment Services Corporation Columbus OH 03/2007 11/2017
Financial Engines Advisors L.L.C. Sunnyvale CA 03/2019 03/2022
Unemployed Foxboro MA 12/2017 09/2018
Total Benefit Communications Atlanta GA 10/2018 02/2019
Vestwell Advisors Llc New York NY 03/2022 Present
  • 03/2007 → 11/2017
    Nationwide Investment Services Corporation
    Columbus, OH
  • 03/2019 → 03/2022
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 12/2017 → 09/2018
    Unemployed
    Foxboro, MA
  • 10/2018 → 02/2019
    Total Benefit Communications
    Atlanta, GA
  • 03/2022 → Present
    Vestwell Advisors Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-08-22
S63 Uniform Securities Agent State Law Examination 1994-01-07
  • S65 Uniform Investment Adviser Law Examination
    2005-08-22
  • S63 Uniform Securities Agent State Law Examination
    1994-01-07
Other Names
  • Steve Miley

View on SEC IAPD

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