Amy Miller, financial advisor West Hartford CT
91 score

Amy Miller

CRD Number: 6238887
Current Firm: Private Capital Group, LLC

Amy Miller (CRD# 6238887) is an Investment Advisor Representative working at Private Capital Group, LLC in West Hartford, CT and has 1 year of experience in the finance industry. Amy 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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Professional Designations
Company Name Location Dates Years
Nfp Advisor Services, LLC West Hartford, CT Nov 2014 - Current 1
Private Capital Group, LLC West Hartford, CT Oct 2014 - Current 2
Webster Bank Hartford, CT May 2012 - Oct 2014 2
Webster Bank Hartford, CT Jun 2011 - May 2012 < 1
Webster Bank Waterbury, CT Oct 2009 - Jun 2011 1
Webster Bank Waterbury, CT Sep 2008 - Oct 2009 1
Webster Bank Wallingford, CT Jun 2001 - Sep 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Amy B. Miller
Phone Number: 860.561.1162
Firm Website:
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States


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

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