Charles
Miller

Advisors Asset Management, Inc

CRD#4584569
Investment Advisor
in Princeton, NJ

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About this Advisor

Charles Miller is a financial advisor based in Princeton, New Jersey, working with Advisors Asset Management, Inc. Charles has previously held positions at Pacer Financial, Inc, Miller Greenhouses, Inc, Access Distribution Partners, LLC, Foreside Fund Services, LLC, Zacks Investment Management, Lbmz Securities, Brinker Capital Securities, Orion Portfolio Solutions, and Advisors Asset Management, Inc. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Charles is part of Advisors Asset Management, Inc, which operates out of Princeton, New Jersey. The firm has 9 offices and 272 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Advisors Asset Management, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

300 Carnegie Center Suite 100
Princeton, NJ 08540

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Advisors Asset Management, Inc Brokerage Details

Total Assets Under Management

$3,853,640,375

NJ Average: $2,349,664,866
Total Number of Employees

272

NJ Average: 28
Total Number of Accounts

1,767

NJ Average: 1,101
Average Account Size

$2,180,894

NJ Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Charles Miller Work History

2022 - Present (2 years)

Advisors Asset Management, Inc

2022 - 2022 (< 1 year)

Brinker Capital Securities

2022 - 2022 (< 1 year)

Orion Portfolio Solutions

2017 - 2021 (4 years)

Zacks Investment Management

2017 - 2021 (4 years)

Lbmz Securities

2015 - 2017 (2 years)

Access Distribution Partners, LLC

2015 - 2017 (2 years)

Foreside Fund Services, LLC

2014 - 2015 (1 year)

Pacer Financial, Inc

2009 - 2014 (5 years)

Miller Greenhouses, Inc

Disclosures

Please visit the SEC profile of Charles 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 Advisors Asset Management, Inc

Nicholas Gregoire
Boerne, TX
Shane Brennan
West Chester, PA
Michael Pucci
Melville, NY
Rogelio Gonzalez
Boca Raton, FL
Frederick Weihmiller
Monument, CO
Brian Winkler
Melville, NY
Michael Petrucelli
Melville, NY
Evan Harte
Lutz, FL

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