Adam
Miller

Commonwealth Financial Network

CRD#5399764
Investment Advisor
in Troy, MI

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About this Advisor

Adam Miller is a financial advisor based in Troy, Michigan, working with Commonwealth Financial Network. Adam has previously held a position at Hinkson Financial Services. Adam has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Adam is part of Commonwealth Financial Network, which operates out of Troy, Michigan. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2520 Livernois Suite A
Troy, MI 48083

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

MI Average: 118
Total Number of Accounts

623,075

MI Average: 4,567
Average Account Size

$284,126

MI Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Adam Miller Work History

2007 - Present (17 years)

Hinkson Financial Services

Disclosures

Please visit the SEC profile of Adam 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 Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Kristofer Yrrizarry
Waltham, MA
Luke Schroeder
Tempe, AZ
Jason Young
Columbiana, OH
Mark Law
Iowa City, IA
Kirk Tassell
Winter Park, FL
Richard Allred
Waltham, MA

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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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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