Steven MillerCRD 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.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|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|
Total Assets Under Management333MILLIONS
Total Number of Accounts1,245ACCOUNTS
Average Account Value$267,100
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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