Matthew Miller, financial advisor Portland OR

Matthew Miller

CRD Number: 719360
Current Firm: Aegis Capital Corp.

Matthew Miller (CRD# 719360) is an Investment Advisor Representative working at Aegis Capital Corp. in Portland, OR and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Aegis Capital Corp Portland, OR Jul 2015 - Current 7
Jhs Capital Advisors, LLC Portland, OR Apr 2012 - Jul 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Jan 1992
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 Matthew R. Miller
Phone Number: 212-813-1010
Registered State(s):
  • IN
  • MT
  • NY
  • OR
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    1,374
    ACCOUNTS
  • Average Account Value
    $605,304
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based 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)
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

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