Stuart
Miller

Pwa Wealth Management

CRD#719571
Investment Advisor
in Pittsburgh, PA
Are you Stuart Miller? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

4900 Perry Highway Suite 300
Pittsburgh, PA 15229

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pwa Wealth Management Brokerage Details

Total Assets Under Management

$649,485,152

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

15

PA Average: 41
Total Number of Accounts

2,320

PA Average: 3,342
Average Account Size

$279,950

PA Average: $4,737,880

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Stuart Miller Work History

Stuart has 16 years of experience.

2007 - Present (12 years)

Pwa Securities, Inc

2002 - Present (17 years)

Private Wealth Advisors, Inc

Disclosures

Stuart Miller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started