Tara Miller, financial advisor Jericho NY

Tara Miller

CRD Number: 2824504
Current Firm: Shelter Rock Management, LLC

Tara Miller (CRD# 2824504) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Jericho, NY and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc. New York, NY Aug 2018 - Jan 2020 1
Axa Advisors, LLC New York, NY Jun 2017 - Jul 2018 1
Unemployed Manhasset, NY Apr 2017 - Jun 2017 < 1
Nslsc Huntington, NY Jul 2016 - Apr 2017 < 1
Unemployed Manhasset, NY Dec 2011 - Jul 2016 4
Cowen And Company, LLC Ny, NY Jun 2004 - Dec 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Tara E. Miller
Phone Number: 516-605-2215
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    105
    MILLIONS
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $446,460
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, MO, NJ, NY

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