EM
EM

Elizabeth Jane Miller

15 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
2,155 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

1045A Andrew Drive, West Chester, PA, 19380

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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

Elizabeth is a registered notary, providing services to clients when paperwork requires notarization. This takes about 10-20% of her time.

Employment History
Current Registrations
Key Financial, INC.
April 2022 - Present · 3 yrs 10 mos
Osaic Wealth, INC.Broker
July 2017 - Present · 8 yrs 7 mos
Previous Registrations
Osaic Wealth, INC.
February 2021 - March 2024 · 3 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
March 1998 - December 2001 · 3 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
November 1993 - June 1997 · 3 yrs 7 mos
Northwestern Mutual Investment Services, INC.Broker
October 1993 - June 1997 · 3 yrs 8 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.