Jeffrey Miller is a registered investment advisor at Convergency Partners Advisors LLC, based in Boston, MA, with 27 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
265 Franklin Street, Suite 1702, Boston, MA, 02110
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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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Jeffrey is a member of Montauk Investment Partners and Miller Associates, both passive investment entities, dedicating minimal time to each. He is also the founder of New Modality Sports, Inc., spending a few hours per week on this activity.
Employment History
Current Registrations
Convergency Partners Advisors LLC
Previous Registrations
Middlemarch Securities LLCBroker
Sharespost Financial CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mmc Securities CORP.Broker
Mmc Securities CORP.Broker
Mmc Securities CORP.Broker
Goldk Investment Services, INCBroker
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations1 state
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