Marshall
Miller
Royal Alliance Associates, Inc
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About this Advisor
Marshall Miller is a financial advisor operating out of Scottsdale, Arizona with 5 years of industry experience. Miller is an employee of Royal Alliance Associates, Inc. The advisor has gained experience at Corbin Financial, Inc, Transamerica Financial Advisors, Inc, Signator Investors, Inc, Vantage Financial Services and Royal Alliance Associates, Inc. Miller maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to work in California. Royal Alliance Associates, Inc is a registered investment firm based out of Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 financial advisors. It administers $30 billion in assets between its 149,233 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 191 charitable organizations. Of its 149,233 client accounts, just 11% are associated with high-net-worth clients who have at least $1 million in investable assets. Royal Alliance Associates, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services depend on which service is provided. However, fee types billed by Royal Alliance Associates, Inc most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
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$29,536,149,674
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,704
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149,233
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$197,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Marshall Miller Work History
Marshall has been registered as a financial advisor for 5 years.*
Royal Alliance Associates, Inc
Vantage Financial Services
Signator Investors, Inc
Corbin Financial, Inc
Transamerica Financial Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marshall Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Royal Alliance Associates, Inc
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South Jordan, UT
Southfield, MI
Mineola, NY
Wayland, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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