Courtney
Miller
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Courtney Miller is a financial advisor operating in Mechanicsburg, Pennsylvania, with 8 years of industry experience. Miller is an employee of Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Pnc Bank, Pnc Investments LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Miller has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Maryland and Pennsylvania. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment business headquartered in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 employees. It administers $31 billion in total assets across its 76,892 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 22 charities and foundations. Of its 76,892 client accounts, 62% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which service is offered. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC likely include some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Courtney Miller Work History
Courtney has been registered as a financial advisor for 8 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Pnc Investments LLC
Pnc Bank
*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 Courtney Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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