Elliott Miller, financial advisor Radnor PA
93 score

Elliott Miller

CRD Number: 1025920
Current Firm: Cambridge Investment Research Advisors, Inc.

Elliott Miller (CRD# 1025920) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Radnor, PA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA May 2014 - Current 2
Cambridge Investment Research Advisors Inc. Fairfield, IA May 2014 - Current 2
Fulcrum Securities Inc. Exton, PA May 2010 - May 2014 4
Fulcrum Advisory Services Exton, PA May 2010 - May 2014 4
Unemployed Bala Cynwyd, PA Jan 2010 - May 2010 < 1
Nylife Distributors LLC Parsippany, NJ Oct 2003 - Jan 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
S65 NASAA Investment Advisors Law Examination Sep 1994
Contact Info for Elliott R. Miller
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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)
  • Market timing services
  • 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

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

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