Myles Richard Anderson
Investment Adviser Representative at THE Patriot Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Myles Richard Anderson is an investment adviser representative with The Patriot Financial Group, LLC in Omaha, NE, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Nebraska.
Registrations & licenses
- Investment adviser:
- Nebraska
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- N/aMay 2013 – Sep 2021N/a, NE
- DoorDashOct 2021 – Apr 2022Omaha, NE
- HyVeeFeb 2022 – Apr 2022Omaha, NE
- Bravo Italian KitchenMay 2022 – May 2024Omaha, NE
- Unified Legacy AdvisorsMay 2024 – no end date reportedOmaha, NE
- THE Patriot Financial Group Insurance Agency, LLCAug 2024 – no end date reportedOmaha, NE
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About THE Patriot Financial Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers investments (including laddered bond portfolios, IRAs, annuities, brokerage accounts, and alternative investments), financial planning (retirement, tax, 401(k), 403(b), college, estate, and profit sharing plans), and insurance (disability income, life, long-term care, group health, and employee benefits).
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 35
- Offices listed on AdvisorFinder:
- 22
- Main office:
- Walpole, MA
- SEC file number:
- 801-80245
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 13, 2026
View full firm profileOther advisors at THE Patriot Financial Group, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Myles Richard Anderson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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