Daryl Miller
Daryl Miller is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lincoln, MA, with 30 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Lincoln, MA
Get directionsHistory
Regulatory History (1)
Criminal
February 1991Other Business Activities
Daryl is the President of Tabor Hill Financial, working nearly full-time. He also works as a tennis coach and math tutor for a few hours per week, and as an Investment Advisor Representative for CIRA, working nearly full-time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Fahnestock & CO. INC.Broker
Josephthal & CO., INC.Broker
Smith Barney INC.Broker
State Registrations10 states
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.