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Adam James Miller

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningDivorce PlanningSpecial Needs Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
587 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K
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Location

2219 Genesee Street, Utica, NY, 13501

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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 ActivitiesSells Insurance

Adam works as a filing clerk at Baystate Health System and has done so since 2014. He also works as an independent insurance agent selling fixed insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
Voya Financial Advisors, INC.
May 2021 - Present · 4 yrs 9 mos
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 1 mo
Previous Registrations
Ing Financial Advisers, LLCBroker
February 1998 - January 2011 · 12 yrs 11 mos
State Registrations5 states
COFLMANYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.