Cindy Miller
Cindy Miller is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vestal, NY, with 27 years of industry experience. Cindy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Vestal, NY
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cindy is a CPA and owner/sole proprietor of two tax preparation/accounting businesses, spending about half her time on these activities. She also holds a Life, Accident, and Health insurance license and is licensed to sell annuities, dedicating minimal time to these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 states
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