Gregory Miller, financial advisor Philadelphia PA
93 score

Gregory Miller

CRD Number: 5586920
Current Firm: Ubs Financial Services Inc.

Gregory Miller (CRD# 5586920) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Philadelphia, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Philadelphia, PA Jul 2013 - Current 3
Lincoln Financial Distributors Radnor, PA Jan 2010 - Jun 2013 3
Delaware Investments Philadelphia, PA Jul 2008 - Dec 2009 1
Avalon Seafood Avalon, NJ May 2008 - Jul 2008 < 1
Tavern Restaurant State College, PA Sep 2006 - May 2008 1
Penn State University University Park, PA Aug 2004 - May 2008 3
Avalon Seafood Avalon, NJ Jul 2007 - Sep 2007 < 1
Wine & Spirits Blue Bell, PA Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Gregory S. Miller
Phone Number: 201-352-3000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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