Monte
Miller

Keystate Advisory, LLC

CRD#5878558
Investment Advisor
in Las Vegas, NV

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About this Advisor

Monte Miller is a financial advisor based in Las Vegas, Nevada, working with Keystate Advisory, LLC. Monte has previously held a position at Keystate Corporate Management. Monte has passed the Series 65 regulatory exam and is registered to provide services in Nevada. Currently, Monte is part of Keystate Advisory, LLC, which operates out of Las Vegas, Nevada. The firm has 1 office and 8 employees. The firm manages assets totaling $17.0 billion and offers portfolio management for institutional clients. The fee structure at Keystate Advisory, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3883 Howard Hughes Pkwy Suite 500
Las Vegas, NV 89169

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Keystate Advisory, LLC Brokerage Details

Total Assets Under Management

$17,032,495,600

NV Average: $664,206,839
Total Number of Employees

8

NV Average: 10
Total Number of Accounts

83

NV Average: 1,698
Average Account Size

$205,210,790

NV Average: $391,170

Investment Advisory Services

  • Portfolio management for businesses or institutional clients

Monte Miller Work History

1994 - Present (30 years)

Keystate Corporate Management

Disclosures

Please visit the SEC profile of Monte 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 Keystate Advisory, LLC

Andrew Blanc
Las Vegas, NV
David Oceguera
Las Vegas, NV
Patrick Hidden
Las Vegas, NV
Ivan Farris
Las Vegas, NV
Larry Wood
Las Vegas, NV
Brian Amend
Wilmington, DE
Ronald Samuels
Wilmington, DE
Joshua Miller
Las Vegas, NV

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