JM
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Jeffrey Miller

23 Years of Experience
Vestal, NY
Broker

Jeffrey Miller is a registered investment advisor at Cetera Investment Advisers LLC, based in Vestal, NY, with 23 years of industry experience. Jeffrey 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Vestal, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeffrey is involved in tax preparation and accounting services through Miller Financial Services since 2003. This activity takes about half of Jeffrey's time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
September 2021 - September 2025 · 4 yrs
Avantax Investment Services, INC.Broker
November 2002 - September 2025 · 22 yrs 10 mos
State Registrations1 state
NY
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.