Pwa Wealth Management
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About this Advisor
Stuart Miller is a certified financial planner and chartered financial consultant in Pittsburgh, Pennsylvania. Currently an advisor with Pwa Wealth Management, Miller has 16 years of professional experience. Miller holds a Series 63 license, certifying them as a securities representative. Miller can operate based out of California, Texas and Pennsylvania. Throughout their career, Miller has worked at Private Wealth Advisors, Inc and Pwa Securities, Inc. Pwa Wealth Management is located in Pittsburgh, Pennsylvania, and has three other brick-and-mortar locations in the United States. As a company, Pwa Wealth Management oversees $660 million in assets across 2,129 client accounts and retains 12 staff members. The amount of assets the firm manages places it among the larger financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 5% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Pwa Wealth Management offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. The firm's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Pwa Wealth Management Brokerage Details
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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
Stuart Miller Work History
Stuart has 16 years of experience.
Pwa Securities, Inc
Private Wealth Advisors, Inc
Stuart Miller has no disclosures.
Please visit their SEC profile for more details.