Adam Miller
Adam Miller is a registered investment advisor at Founders Financial Securities, LLC, based in Sarasota, FL, with 32 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,870 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1M+ | 1.40% |
Fees vary by program and are negotiable. Maximum rates reach up to 2.75% depending on the specific program selected. The schedule reflects Private Wealth Solutions tiers; other programs charge flat percentage rates up to 2.75%.
Fee Estimator
Location
Sarasota, FL
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is an owner/partner at Miller Financial Group, offering financial planning, life settlements, and insurance sales, dedicating full-time hours to this. He also works as a broker for Atlas Settlement Group, Inc. placing structured settlement annuities, and as an agent for Welcome Funds dealing with viatical settlements, dedicating about 10-20% of his time and minimal time respectively.
Employment History
Current Registrations
Founders Financial Securities LLCBroker
Founders Financial Securities, LLC
Previous Registrations
Intersecurities, INC.
Intersecurities, INC.Broker
Trusted Securities Advisors CORP.Broker
Mony Securities Corporation
Mony Securities CorporationBroker
Berkshire Equity Sales, INC.Broker
State Registrations12 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.
Exams
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