Ashley
Miller

Cetera Investment Advisers LLC

CRD#5446926
Investment Advisor
in State College, PA

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About this Advisor

Ashley Miller is a financial advisor based in State College, Pennsylvania, with a total of 5 years of relevant experience. Miller is on the advisory team at Cetera Investment Advisers LLC. Throughout their career, Miller has worked at Walnut Street Securities Inc, Pfg Financial Advisors, Metlife Securites Inc, Cetera Investment Advisers, Cetera Advisor Networks LLC, Homemaker, First National Bank Of Pa and Cetera Investment Services LLC. Miller holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Cetera Investment Advisers LLC is a financial advisory company that has its headquarters in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 financial advisors. It controls $33 billion in assets among its 176,986 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 431 charities and foundations. Of its 176,986 customer accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Cetera Investment Advisers LLC has 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 and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. Fees billed by Cetera Investment Advisers LLC can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

117 S Allen Street
State College, PA 16801

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

PA Average: 44
Total Number of Accounts

176,986

PA Average: 2,564
Average Account Size

$188,469

PA 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

Ashley Miller Work History

Ashley has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cetera Investment Advisers

2018 - Present (6 years)

Cetera Investment Services LLC

2016 - Present (8 years)

First National Bank Of Pa

2016 - 2016 (< 1 year)

Metlife Securites Inc

2016 - 2016 (< 1 year)

Homemaker

2013 - 2016 (3 years)

Pfg Financial Advisors

2013 - 2016 (3 years)

Cetera Advisor Networks LLC

2009 - 2013 (4 years)

Walnut Street Securities Inc

*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 Ashley 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

Michelle Yang
San Marino, CA
Stuart Wilson
Athens, AL
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Michael Nelson
Anaheim, CA
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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