ChooseAFinancialAdvisor.com
Advisors / California / Woodland Hills
9yrs

Myles Malone-Wright

Financial advisor at Strategic Advisers

Myles Malone-Wright is a fiduciary financial advisor in Woodland Hills, California, with 9 years in the industry. After three years at Fidelity Personal and Workplace Advisors and two years at Vanguard Advisers, Myles joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Myles holds the CFP® designation.

One of 373 advisors with offices in Woodland Hills, and one of 329 fiduciaries.

Woodland Hills, CA 91367CFP®Fiduciary advisor

At a glance

Experience9 years (since 2017)
How that compares ?More experience than 56% of advisors at Strategic Advisers
Office6363 Topanga Canyon Blvd, Woodland Hills, CA 91367
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Mar 2025 – now
  2. 2021 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. 2019 – 2021

Questions to ask Myles

Tailored to Myles’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Myles

How do I contact Myles?

Call Strategic Advisers at (617) 563-7000 and ask for Myles Malone-Wright. Myles works from the Woodland Hills, CA office.

How long has Myles been a financial advisor?

Myles has been in the industry since 2017, about 9 years. More experience than 56% of advisors at Strategic Advisers.

What licenses does Myles hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Myles a fiduciary?

Myles is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Myles paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Myles for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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