Steven Miller, financial advisor Boca Raton FL

Steven Miller

CRD Number: 6667404
Current Firm: Newbridge Financial Services Group, Inc.

Steven Miller (CRD# 6667404) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Newbridge Securities Corporation Boca Raton, FL Dec 2020 - Current < 1
Newbridge Financial Services Group, Inc. Boca Raton, FL Dec 2020 - Current < 1
Perimark, LLC Miami, FL Jun 2019 - Dec 2020 1
J.p. Morgan Securities LLC Surfside, FL Sep 2018 - Aug 2020 1
Doc B's Fresh Kitchen Coral Gables, FL Mar 2018 - Nov 2018 < 1
Jpmorgan Chase Bank, N.a. Surfside, FL Mar 2018 - Sep 2018 < 1
Unemployed Lebanon, PA Dec 2017 - Dec 2017 < 1
Centric Business Systems Malvern, PA Jun 2017 - Nov 2017 < 1
Millersville University Lancaster, PA Aug 2013 - Jun 2017 3
Ruby Tuesday's Lancaster, PA Jul 2015 - May 2017 1
Millersville University Food Service Lancaster, PA Apr 2014 - May 2016 2
Northwestern Mutual Lancaster, PA May 2015 - Sep 2015 < 1
Eurofins Lancaster, PA Oct 2014 - May 2015 < 1
North East Swim Club Lebanon, PA May 2012 - Jul 2013 1
Unemployed Lebanon, PA Jan 2008 - Apr 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for Steven C. Miller
Phone Number: 954-334-3450
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    333
    MILLIONS
  • Total Number of Accounts
    1,245
    ACCOUNTS
  • Average Account Value
    $267,100
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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