Daniel MillerCRD Number: 6323176
Current Firm: Ameriprise Financial Services, LLC
Daniel Miller (CRD# 6323176) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Latham, NY and has over 7 years of experience in the finance industry.
Lpl Financial LLC
Goldman Sachs Ayco Personal Financial Management
Cetera Investment Advisers LLC
|Ameriprise Financial Services Inc.||Latham, NY||Feb 2018 - Current||3|
|Mml Investors Services, LLC||Latham, NY||Mar 2017 - Feb 2018||< 1|
|Massmutual Life Insurance Co||Latham, NY||Jul 2016 - Feb 2018||1|
|Metlife Empire Group||Latham, NY||Apr 2014 - Mar 2017||2|
|Monument Insurance Agency||Balston Spa, NY||Oct 2012 - Apr 2014||1|
|State Farm||Malta, NY||Jun 2009 - Oct 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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