William Miller, financial advisor Manchester CT

William Miller

CRD Number: 1171134
Current Firm: Commonwealth Financial Network

William Miller (CRD# 1171134) is an Investment Advisor Representative working at Commonwealth Financial Network in Manchester, CT and has over 35 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Commonwealth Equity Services, Inc. Derby, CT Jan 1996 - Current 28
Insurance Management Inc. Derby, CT Jan 1995 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for William M. Miller
Phone Number: 781-736-0700
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, 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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