Neal Miller (CRD# 823284) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Oneonta, NY and has over 35 years of experience in the finance industry.
CRD# 2997972
Securities America Advisors, Inc.
CRD# 2859027
Lpl Financial LLC
CRD# 2485394
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Geneos Wealth Management Inc. | Oneonta, NY | Oct 2021 - Current | 2 |
| Miller Financial Services | Oneonta, NY | Oct 2021 - Current | 2 |
| Fsc Wealth Advisors, LLC | Wappingers Falls, NY | Sep 2016 - Current | 7 |
| Next Financial Group | Oneonta, NY | Feb 2005 - Oct 2021 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1988 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management249MILLIONS
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Total Number of Accounts2,036ACCOUNTS
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Average Account Value$122,133
- 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 pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
CT, FL, NC, NH, NJ, NY, PA, SC, TX
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