TM
CFP · ChFC
TM
CFP · ChFC

Troy Miller

39 Years of Experience
Morristown, NJ
BrokerSells Insurance

Troy Miller is a CFP, ChFC-designated registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 39 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

305 Madison Avenue, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Troy operates under the DBA Troy E. Miller, CFP, ChFC, CCPS since 2003 and is affiliated with Private Advisor Group as an IAR, dedicating nearly full-time hours to providing investment advisory services. Troy also sells various insurance products and works as an emcee/auctioneer for Ballenger Auctioneers, dedicating minimal time to each.

Employment History
Current Registrations
Private Advisor Group, LLC
August 2021 - Present · 4 yrs 11 mos
LPL Financial LLCBroker
October 2001 - Present · 24 yrs 9 mos
Previous Registrations
Fuse Partners, LLC
August 2014 - December 2023 · 9 yrs 4 mos
LPL Financial LLC
October 2001 - November 2015 · 14 yrs 1 mo
Securian Financial Services, INC.Broker
December 1993 - October 2001 · 7 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
August 1991 - November 1993 · 2 yrs 3 mos
Northwestern Mutual Investment Services, INC.Broker
August 1991 - November 1993 · 2 yrs 3 mos
Pruco Securities CorporationBroker
May 1986 - August 1991 · 5 yrs 3 mos
The Prudential Insurance Company of AmericaBroker
May 1986 - August 1991 · 5 yrs 3 mos
State Registrations17 states
AZCACOIDMDMTNCNDNVOHORPATNTXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.