Julie
Miller

Fidelity Personal And Workplace Advisors

CRD#6420946
Investment Advisor
in Denver, CO

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About this Advisor

Julie Miller is a financial advisor located in Denver, Colorado. Currently a registered advisor with Fidelity Personal And Workplace Advisors, they have accumulated 10 years of work experience as a financial advisor. Miller maintains Series 63 and Series 66 licenses, designating them as a securities representative. Miller is registered to operate in Colorado and Texas. Throughout their career, Miller has worked at Fidelity Brokerage Services LLC, The Walking Company, Jimmy Johns Subs, Tracey Shiflet, University Of Colorado At Boulder and Claremont Graduate University. Fidelity Personal And Workplace Advisors is located in Denver, Colorado, and operates out of 1,138 other locations in the United States. In aggregate, Fidelity Personal And Workplace Advisors manages $453 billion in assets across 1,038,219 client accounts and employs more than 8,158 people. The firm's total assets under management places it among the largest firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 29% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Fidelity Personal And Workplace Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

1625 Broadway World Trade Center
Denver, CO 80202

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$453,297,086,677

CO Average: $16,012,751,954
Total Number of Employees

8,158

CO Average: 118
Total Number of Accounts

1,038,219

CO Average: 4,567
Average Account Size

$436,610

CO Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Julie Miller Work History

Julie has 10 years of experience.

2014 - Present (6 years)

Fidelity Brokerage Services LLC

2014 - 2014 (< 1 year)

Tracey Shiflet

2014 - 2014 (< 1 year)

Claremont Graduate University

2012 - 2012 (< 1 year)

Jimmy Johns Subs

2010 - 2012 (2 years)

The Walking Company

2010 - 2014 (4 years)

University Of Colorado At Boulder

Disclosures

Julie Miller has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Lauren Hinton
Englewood, CO
Meghan Snouffer
Boston, MA
James Woodall
Roanoke, TX
Julie Miller
Denver, CO
Stephanie Spyres
San Antonio, TX
Bryan Albaugh
Boston, MA
Nicholas Almasov
Los Gatos, CA
Campbell Kelley
Newport Beach, CA

This content was compiled from the SEC and FINRA.

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