Catherine Trinder-Miller
Catherine Trinder-Miller is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
814 A1A North, SUITES 100 and 303, Ponte Vedra Beach, FL, 32082
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Catherine is an advisor for the University of North Florida Financial Services Advisory Board and a board member for the Association for Corporate Growth, dedicating minimal time to each. She also co-leads a small group with Invest For Better, teaching women how to align their investments with their values, also dedicating minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley Investment Advisors INC.
Morgan Stanley Distribution, INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Smith Barney INC.Broker
Prudential Securities IncorporatedBroker
State Registrations10 states
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