Robert Miller, Jr (CRD# 2813457) is an Investment Advisor Representative working at Miller, Gesko & Company Inc. in Buffalo, NY and has over 27 years of experience in the finance industry. Robert Miller, Jr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Miller Gesko | Buffalo, NY | Apr 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
- FL
- NY
-
Total Assets Under Management152MILLIONS
-
Total Number of Accounts234ACCOUNTS
-
Average Account Value$649,860
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NY
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