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Matthew Miller

31 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
155 advisors
Number of Clients
6,466 clients
Average Client Portfolio
$251K average
Assets Under Management
$1.6B

Fee Structure

Minimum Annual Fee:$90
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Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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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 Activities

Matthew works as a consultant for various firms on an occasional basis, primarily outside of market hours. He is also a Managing Director at WBB Securities, LLC, focusing on general securities trading and operations, taking about 10-20% of his time during regular hours.

Employment History
Current Registrations
Consolidated Portfolio Review CORP
April 2025 - Present · 10 mos
Vanderbilt Advisory Services
April 2025 - Present · 10 mos
Vanderbilt Securities, LLCBroker
January 2024 - Present · 2 yrs 1 mo
Wbb Securities, LLC
August 2013 - Present · 12 yrs 6 mos
Wbb Securities, LLC
March 2011 - Present · 14 yrs 11 mos
Wbb Securities, LLCBroker
March 2011 - Present · 14 yrs 11 mos
Previous Registrations
Vanderbilt Advisory Services
September 2020 - December 2020 · 3 mos
Vanderbilt Securities, LLCBroker
September 2020 - December 2020 · 3 mos
Allied Millennial Partners, LLCBroker
January 2020 - May 2020 · 4 mos
LPL Financial CorporationBroker
October 2002 - March 2010 · 7 yrs 5 mos
TD Waterhouse Investor Services, INC.Broker
June 1998 - August 2002 · 4 yrs 2 mos
Jack White & Company, INC.Broker
September 1993 - June 1998 · 4 yrs 9 mos
Chatfield Dean & CO., INC.Broker
April 1992 - May 1992 · 1 mo
State Registrations10 states
CAFLIDINNJNYOHPAPRUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.