Robert
Miller

Kestra Advisory Services, LLC

CRD#1260606
Investment Advisor
in Austin, TX
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About this Advisor

Robert Miller is an advisor who lives in Austin, Texas. Currently an investment advisor with Kestra Advisory Services, LLC, they have gathered a notable 24 years of professional experience. Miller holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Miller can act as a financial advisor based out of Illinois. Throughout their career, they have worked at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Wfg Investments, Inc and Kestra Financial, Inc. Kestra Advisory Services, LLC is based out of Austin, Texas, and has 513 locations across the country. As a registered advisory firm, Kestra Advisory Services, LLC oversees $20 billion in assets throughout 75,277 accounts and retains more than 1,231 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Kestra Advisory Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

24 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

TX Average: $3,042,739,679
Total Number of Employees

1,291

TX Average: 49
Total Number of Accounts

81,360

TX Average: 2,315
Average Account Size

$267,280

TX Average: $1,314,358

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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
  • Selection of other advisers

Robert Miller Work History

Robert has 24 years of experience.

2017 - Present (2 years)

Kestra Financial, Inc

2010 - 2017 (7 years)

Wfg Investments, Inc

2009 - 2010 (1 year)

Morgan Stanley Smith Barney

1994 - 2009 (15 years)

Citigroup Global Markets Inc

Disclosures

Robert Miller has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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