Robert
Miller

Commonwealth Financial Network

CRD#6186808
Investment Advisor
in New Bern, NC

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About this Advisor

Robert Miller is a financial advisor working in New Bern, North Carolina, who has 10 years of professional experience. Miller is an advisor for Commonwealth Financial Network. Throughout their career, they have worked at Nautilus Wealth Management, Wells Fargo Bank Na, Wyndham Capital Mortgage, North Carolina State University, Thalhimer Cushman And Wakefield, North Western Mutual, Mosquito Authority and Old Dominion Freight Line. Miller has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Commonwealth Financial Network is a registered investment business based out of New Bern, North Carolina. The investment advisory business has offices in 1,090 locations and a total of 3,400 employees. It has $111 billion in total assets across its 436,517 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 277 charities and foundations. Of its 436,517 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management largely vary depending on the financial services. Fee types billed by Commonwealth Financial Network may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

602 Pollock Street
New Bern, NC 28562

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

NC Average: $16,012,751,954
Total Number of Employees

3,400

NC Average: 118
Total Number of Accounts

436,517

NC Average: 4,567
Average Account Size

$255,295

NC Average: $3,506,186

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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
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Robert Miller Work History

Robert has 10 years of experience.

2019 - Present (2 years)

Nautilus Wealth Management

2017 - 2019 (2 years)

Wells Fargo Bank Na

2016 - 2017 (1 year)

Wyndham Capital Mortgage

2014 - 2014 (< 1 year)

Thalhimer Cushman And Wakefield

2013 - 2013 (< 1 year)

North Western Mutual

2012 - 2012 (< 1 year)

Mosquito Authority

2011 - 2011 (< 1 year)

Old Dominion Freight Line

2010 - 2014 (4 years)

North Carolina State University

Disclosures

Robert Miller has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Edward Bothfeld
Lake Forest, IL
Wayne Richardson
Waltham, MA
Michael Fish
Marlboro, NJ
Mark O'Brien
Larkspur, CA
Gregory Frank
Reading, PA
Jordan Walling
Duluth, MN
David Sawan
Waltham, MA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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