Stuart Miller
Stuart Miller is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Pittsburgh, PA, with 45 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
106 Isabella Street, Suite 304, Pittsburgh, PA, 15212
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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
Stuart sells fixed insurance products, dedicating minimal time to this activity. He is also a co-owner of Miller McCurry, LLC, a private entity facilitating securities, advisory, and insurance business, also dedicating minimal time to this.
Employment History
Current Registrations
Commonwealth Financial Network
Previous Registrations
Pwa Securities, INC.Broker
Pwa Wealth Management
Bill Few Securities, INC.Broker
Walnut Street Securities, INC.Broker
Cigna Securities, INC.Broker
State Registrations3 states
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
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