Matthew
Miller

Cetera Investment Advisers LLC

CRD#5954776
Investment Advisor
in Dayton, OH

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About this Advisor

Matthew Miller is a financial advisor based in Dayton, Ohio, working with Cetera Investment Advisers LLC. Matthew has previously held positions at Harlan Miller And Associates, Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Matthew is part of Cetera Investment Advisers LLC, which operates out of Dayton, Ohio. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

259 Regency Ridge Dr
Dayton, OH 45459

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

OH Average: $6,674,516,078
Total Number of Employees

6,648

OH Average: 44
Total Number of Accounts

423,554

OH Average: 2,564
Average Account Size

$246,648

OH Average: $2,603,165

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
  • Educational seminars/workshops

Matthew Miller Work History

2023 - Present (1 year)

Cetera Investment Advisers LLC

2013 - Present (11 years)

Cetera Advisor Networks LLC

2011 - Present (13 years)

Harlan Miller And Associates

Disclosures

Please visit the SEC profile of Matthew 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 Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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