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.

Similar Advisors
Eric Bloom, financial advisor Jericho NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Alexander Bass, financial advisor Jericho NY
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Similar Advisors
Cole Aaronson, financial advisor Jericho NY
Cole E. Aaronson
CRD# 6381165
Spirit Of America Management Corp
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.