William
Miller
Severin Investments LLC
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About this Advisor
William Miller is a financial advisor operating in Saint Louis, Missouri. Miller is on the advisory team at Severin Investments LLC. The advisor has gained experience at Wells Fargo Clearing Services LLC, Northwestern Mutual, Wells Fargo Advisors, Professional Employment Group, Robert Half Accountemps, Westminster College, Wells Fargo Securities, LLC, N/A, Severin Investments, Lewis & Clark Ventures and Thrivent Financial. Miller holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Missouri. Severin Investments LLC is a company operating out of Saint Louis, MO. It has offices in two locations and a total of six financial advisors. It oversees $95 million in assets between its 488 client accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 488 customer accounts, just 13% belong to high-net-worth clients who have greater than $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fees largely vary depending on the type of financial services offered. However, fee types charged by Severin Investments LLC likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Severin Investments LLC Brokerage Details
$95,389,000
6
488
$195,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
William Miller Work History
William has been registered as a financial advisor for 0 years.*
Severin Investments
Thrivent Financial
N/A
Severin Investments
Lewis & Clark Ventures
Wells Fargo Securities, LLC
Wells Fargo Clearing Services LLC
Professional Employment Group
Robert Half Accountemps
Wells Fargo Advisors
Northwestern Mutual
Westminster College
*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 William 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 Severin Investments LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Post Falls, ID
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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