Miles Fuquay

Miles Fuquay is Vice President Investment Officer for 1900 Wealth.

He is responsible for portfolio management and efficient trade execution.

Miles has 18 years of experience in investment management and is a Certified Financial Planner (CFP) practitioner. Miles previously served as an investment officer and portfolio manager with the Jefferson Bank’s Trust Department from 2005 until 2018.

Miles earned a B.A. in English and a M.S. in financial planning from Texas Tech University.

Miles is married with three children.

1900 Broadway, Suite 900
San Antonio, TX 78215

PHONE: (210) 736-7770

DISCLAIMER AND PRIVACY POLICY
FORM CRS

1900 Wealth products are not FDIC insured, may lose value and are not bank guaranteed.

These materials have been independently produced by 1900 Wealth. 1900 Wealth is independent of, and has no affiliation with, Schwab Performance Technologies®, (“SPT”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios™ is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like 1900 Wealth. 1900 Wealth, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.
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