Elliott Miller
Elliott Miller is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Radnor, PA, with 31 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
150 N. Radnor-Chester Road, Radnor, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Elliott is the owner of Montrose Park Advisors, a securities DBA, dedicating a full-time commitment to trading. He also writes letters to the NY Times, Washington Post, and Philadelphia Inquirer, and is a board member at Adath Israel Congregation, dedicating minimal time to each.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Fulcrum Advisory Services, LLC
Fulcrum Securities, LLCBroker
Nylife Distributors LLCBroker
New York Life Investment Management LLC
Prudential Investments LLC
Prudential Investment Management Services LLCBroker
Cms Investment Resources, INC.Broker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.