Timothy
Miller
Quaker Wealth Management LLC
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About this Advisor
Timothy Miller is a financial advisor working in Moorestown, New Jersey who has 3 years of relevant experience. Miller is an employee of Quaker Wealth Management LLC. Miller has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, A&M Landscping, La Salle University, Northwestern Mutual, Transtar Moving, Bank Of America, N.A and Quaker Wealth Management. Miller maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. Quaker Wealth Management LLC is a financial advisory firm operating out of Moorestown, NJ. It manages $299 million in assets among its 1,168 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,168 accounts, 38% belong to high-net-worth clients who have greater than $1 million in assets. The firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules usually depend on which service is provided. Fee types charged by Quaker Wealth Management LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Quaker Wealth Management LLC Brokerage Details
$299,171,313
8
1,168
$256,140
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Timothy Miller Work History
Timothy has been registered as a financial advisor for 3 years.*
Quaker Wealth Management
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Northwestern Mutual
Transtar Moving
La Salle University
A&M Landscping
*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 Timothy 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 Quaker Wealth Management LLC
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
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