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Anthony Miller

14 Years of Experience
Dublin, OH
BrokerSells Insurance

Anthony Miller is a registered investment advisor, based in Dublin, OH, with 14 years of industry experience.

Location

5900 Sawmill Rd, Suite 110, Dublin, OH, 43017

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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

Anthony is an advisory representative of a Registered Investment Advisor (RIA), spending about 10-20% of his time on investment-related activities. He is also an independent insurance agent and a Vice President at Miller Financial Private Wealth Management, dedicating about a quarter of his time to insurance/benefits/human resources.

Employment History
Current Registrations
Cambridge Investment Research, INC.
November 2020 - Present · 5 yrs 6 mos
Cambridge Investment Research Advisors, INC.
November 2020 - Present · 5 yrs 6 mos
Cambridge Investment Research, INC.Broker
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Morgan Stanley
August 2020 - November 2020 · 3 mos
Morgan Stanley
March 2012 - December 2015 · 3 yrs 9 mos
Morgan StanleyBroker
July 2011 - November 2020 · 9 yrs 4 mos
State Registrations1 state
OH
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.
Anthony Miller - Financial Advisor | TrueAdvisor