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Sydney Miller

6 Years of Experience
Scottsdale, AZ
Broker

Sydney Miller is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scottsdale, AZ, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Scottsdale, AZ

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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

Sydney works as an operations specialist for Key Wealth Management, dedicating a few hours per week to this role. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2025 - Present · 1 yr 2 mos
Raymond James Financial Services, INC.
August 2021 - Present · 4 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Vanguard Marketing CorporationBroker
October 2019 - August 2021 · 1 yr 10 mos
State Registrations37 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYMAMDMIMNMOMTNCNJNMNVNYOHOKORPATNTXUTVAWAWI
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.