Earl
Miller

Roffman Miller Associates Inc

CRD#5938949
Investment Advisor
in Philadelphia, PA

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About this Advisor

Earl Miller is a financial advisor based in Philadelphia, Pennsylvania, working with Roffman Miller Associates Inc. Earl has previously held positions at Pnc Bank, Pnc Investments LLC, Mainline Investment Partners LLC, Mainline Private Wealth LLC, Mainline Securities LLC, and Roffman Miller. Earl has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and Pennsylvania. Currently, Earl is part of Roffman Miller Associates Inc, which operates out of Philadelphia, Pennsylvania. The firm has 12 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Roffman Miller Associates Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

1835 Market Street Suite 500
Philadelphia, PA 19103

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Roffman Miller Associates Inc Brokerage Details

Total Assets Under Management

$2,484,019,710

PA Average: $15,833,994,310
Total Number of Employees

12

PA Average: 41
Total Number of Accounts

1,458

PA Average: 3,342
Average Account Size

$1,703,717

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Earl Miller Work History

2018 - Present (7 years)

Roffman Miller

2015 - 2018 (3 years)

Mainline Securities LLC

2014 - 2018 (4 years)

Mainline Investment Partners LLC

2014 - 2018 (4 years)

Mainline Private Wealth LLC

2013 - 2014 (1 year)

Pnc Bank

2013 - 2014 (1 year)

Pnc Investments LLC

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Disclosures

Please visit the SEC profile of Earl 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 Roffman Miller Associates Inc

Kevin Cooke
Philadelphia, PA
Peter Gaertner
Philadelphia, PA
Earl Miller
Philadelphia, PA
Andrew Damico
Philadelphia, PA
Gerard Guertin
Philadelphia, PA
David Gradzki
Philadelphia, PA
Susan Arnold
Philadelphia, PA
Ryan Crooks
Philadelphia, PA

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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