Michael
Miller
Yhb Investment Advisors Inc
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About this Advisor
Michael Miller is a financial advisor operating out of West Hartford, Connecticut with a total of 3 years of industry experience. Miller is on the advisory team at Yhb Investment Advisors Inc. Throughout their career, Miller has worked at Ubs Financial Services Inc, Yhb Investment Advisors Inc, Td Bank, N.A and Td Private Client Wealth LLC. Miller holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut. Yhb Investment Advisors Inc is a firm based in West Hartford, CT. It controls $2 billion in assets across its 2,660 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 59 charitable organizations. Of its 2,660 customer accounts, 27% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm performs a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically vary depending on the financial services. However, fees charged by Yhb Investment Advisors Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Yhb Investment Advisors Inc Brokerage Details
$1,598,584,000
27
2,660
$600,971
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Miller Work History
Michael has been registered as a financial advisor for 3 years.*
Yhb Investment Advisors Inc
Td Bank, N.A
Td Private Client Wealth LLC
Ubs Financial Services 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 Michael 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 Yhb Investment Advisors Inc
West Hartford, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
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