Gregory Miller
Gregory Miller is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rochester, NY, with 19 years of industry experience. Gregory 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
100 Meridian Centre Blvd, Suite 200, Rochester, NY, 14618
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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
Gregory is a member and referring advisor for Davie Kaplan Wealth Care Advisors, LLC and DKCB Financial Advisors, LLC, and also involved in financial planning as an advisor for Davie Kaplan Wealth Care Advisors, LLC (RIA). He also serves as Treasurer/Board Member for Rochester Rotary Charitable Trusts, Inc., and dedicates minimal time to insurance sales for Davie Kaplan Wealthcare Advisors, LLC (Insurance).
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Dkcb Financial Advisors, LLC
Davie Kaplan Wealth Care Advisors, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
State Registrations8 states
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