Daniel
Miller

Amundi Asset Management Us, Inc

CRD#5477218
Investment Advisor
in Boston, MA

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About this Advisor

Daniel Miller is a financial advisor who works in Boston, Massachusetts, with 2 years of industry experience. Miller is an advisor for Amundi Asset Management Us, Inc. Their career trajectory has included roles at R. Seelaus & Co Inc, Hartford Funds Distributors, LLC and Pioneer Investment Management, Inc. Miller maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. Amundi Asset Management Us, Inc is a registered investment business that has its headquarters in Boston, MA. The investment advisory business has a total of 370 financial advisors. It manages $91 billion in total assets across its 251 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. Amundi Asset Management Us, Inc offers a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely are based on which services are offered. However, fees billed by Amundi Asset Management Us, Inc can consist of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

60 State Street
Boston, MA 02109-1820

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Amundi Asset Management Us, Inc Brokerage Details

Total Assets Under Management

$90,613,091,849

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

370

MA Average: 118
Total Number of Accounts

251

MA Average: 4,567
Average Account Size

$361,008,334

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Daniel Miller Work History

Daniel has been registered as a financial advisor for 2 years.*

2015 - Present (9 years)

Pioneer Investment Management, Inc

2014 - 2015 (1 year)

Hartford Funds Distributors, LLC

2013 - 2013 (< 1 year)

R. Seelaus & Co 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 Daniel 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 Amundi Asset Management Us, Inc

Caroline Naylon
Boston, MA
Nikolas Atsalis
Boston, MA
Daniel Miller
Boston, MA
Kellen Creedon
Boston, MA
Debra Wekstein
Boston, MA
Patrick Murphy
Boston, MA
Jonathan Ortega
Boston, MA
Michael Tran
Boston, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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