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Eric Miller

27 Years of Experience
Towson, MD
Broker

Eric Miller is a registered investment advisor at Janney Montgomery Scott LLC, based in Towson, MD, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

Fee Structure

Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.

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Location

409 Washington Avenue, Suite 815, Towson, MD, 21204

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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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Employment History
Current Registrations
Janney Montgomery Scott LLC
January 2015 - Present · 11 yrs 4 mos
Janney Montgomery Scott LLCBroker
March 2006 - Present · 20 yrs 2 mos
Previous Registrations
Wachovia Securities, LLCBroker
December 2002 - March 2006 · 3 yrs 3 mos
Deutsche Bank Securities INC.Broker
March 2001 - December 2002 · 1 yr 9 mos
Db Alex. Brown LLCBroker
September 1997 - March 2000 · 2 yrs 6 mos
Alex. Brown & Sons IncorporatedBroker
July 1997 - September 1997 · 2 mos
State Registrations41 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Eric Miller - Financial Advisor | TrueAdvisor