Paula
Miles

Pruco Securities, LLC

CRD#4658402
Investment Advisor
in Iselin, NJ
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About this Advisor

Paula Miles is a financial advisor working out of Iselin, New Jersey, who has been in the industry for 11 years. Miles works at Pruco Securities, LLC. During their career, Miles has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Merrill Lynch, The Prudential Insurance Company Of America and Pruco Securities LLC. Miles has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Arkansas, New Jersey and Texas. Pruco Securities, LLC is a registered investment firm that has its headquarters in Iselin, New Jersey. It has offices in 113 locations and a total of 2,600 advisors. It administers $6 billion in total assets across its 47,024 accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 47,024 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets. The business offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules largely are based on the type of financial services. Fee types charged by Pruco Securities, LLC likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

200 Wood Avenue South 3Rd Floor
Iselin, NJ 08830

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$6,255,867,081

NJ Average: $10,121,009,343
Total Number of Employees

2,600

NJ Average: 92
Total Number of Accounts

47,024

NJ Average: 6,978
Average Account Size

$133,036

NJ Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Paula Miles Work History

Paula has 11 years of experience.

2015 - Present (4 years)

The Prudential Insurance Company Of America

2015 - Present (4 years)

Pruco Securities LLC

2007 - 2014 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2007 - 2014 (7 years)

Merrill Lynch

Disclosures

Paula Miles has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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