David
Miller
Thayer Partners LLC
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About this Advisor
David Miller is a financial advisor based in Cambridge, Massachusetts, working with Thayer Partners LLC. David has previously held positions at David Miller Cpa LLC, Abcam LLC, Doug Murstein Cpa LLC, Thayer Partners LLC, and Candela. David has passed the Series 65 regulatory exam and is registered to provide services in Florida and Massachusetts. Currently, David is part of Thayer Partners LLC, which operates out of Cambridge, Massachusetts. The firm has 4 offices and 7 employees. The firm manages assets totaling $294.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Thayer Partners LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Thayer Partners LLC Brokerage Details
$294,842,324
7
316
$933,045
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Miller Work History
Thayer Partners LLC
David Miller Cpa LLC
Abcam LLC
Doug Murstein Cpa LLC
Candela
Disclosures
Please visit the SEC profile of David 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 Thayer Partners LLC
Cambridge, MA
Wyndmoor, PA
Saint Marys, GA
Wyndmoor, PA
Wyndmoor, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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