Ronald Miller
Ronald Miller is a CFP-designated registered investment advisor at PNC Wealth Management, based in Bay City, MI, with 12 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
An annual fee of 0.85% applies to all accounts regardless of size.
Fee Estimator
Location
1111 N. Euclid, Bay City, MI, 48706
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2007Other Business Activities
Ronald is a board member for Great Lakes Lutheran Boarding High School, fundraising for scholarships. This activity requires minimal time.
Employment History
Current Registrations
PNC Wealth Management LLCBroker
PNC Wealth Management
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
LPL Financial LLC
LPL Financial LLCBroker
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
First of Michigan CorporationBroker
State Registrations1 state
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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