Eric Miller (CRD# 2652243) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in Saratoga Springs, NY and has over 28 years of experience in the finance industry. Eric Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Uhlmann Price Securities, LLC | Skokie, IL | Feb 2024 - Current | < 1 |
Fort Point Capital Partners LLC | San Francisco, CA | Mar 2023 - Current | 1 |
Structured Products Consulting Group LLC | Saratoga Springs, NY | Sep 2020 - Current | 3 |
Bluestone Capital Management | Wayne, PA | Sep 2020 - Current | 3 |
Mcg Securities LLC | Wayne, PA | Dec 2020 - Jan 2024 | 3 |
Hsbc Securities (usa) Inc. | New York, NY | May 2007 - Sep 2020 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1995 |
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.
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Total Assets Under Management1,491MILLIONS
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Total Number of Accounts1,150ACCOUNTS
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Average Account Value$1,296,727
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