Neal Miller, financial advisor Oneonta NY

Neal Miller

CRD Number: 823284
Current Firm: Fsc Wealth Advisors, LLC

Neal Miller (CRD# 823284) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Oneonta, NY and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management Inc. Oneonta, NY Oct 2021 - Current 1
Miller Financial Services Oneonta, NY Oct 2021 - Current 1
Fsc Wealth Advisors, LLC Wappingers Falls, NY Sep 2016 - Current 6
Next Financial Group Oneonta, NY Feb 2005 - Oct 2021 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
Disclosure Information

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
Contact Info for Neal K. Miller
Phone Number: 845-297-0300
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Educational seminars/workshops
Types of Clients
Registered States


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