Elizabeth Miller, financial advisor Summit NJ

Elizabeth Miller

CRD Number: 1985197
Current Firm: Summit Place Financial Advisors, LLC

Elizabeth Miller (CRD# 1985197) is an Investment Advisor Representative working at Summit Place Financial Advisors, LLC in Summit, NJ and has over 30 years of experience in the finance industry. Elizabeth 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.

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Origin Investment Advisory LLC
Professional Designations
Company Name Location Dates Years
Summit Place Financial Advisors, LLC Summit, NJ Jul 2008 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 1994
Contact Info for Elizabeth K. Miller
Phone Number: 908-517-5880
Registered State(s):
  • LA
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    239
    MILLIONS
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $782,077
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, GA, LA, NJ, NY, TX

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