Robert
Miller

Sharebuilder 401K

CRD#4149725
Investment Advisor
in Seattle, WA

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About this Advisor

Robert Miller is a financial advisor based in Seattle, Washington, working with Sharebuilder 401K. Robert has previously held positions at Ing Direct Investing, Inc and Sharebuilder Advisors. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Robert is part of Sharebuilder 401K, which operates out of Seattle, Washington. The firm has 36 employees and offers services including pension consulting services and educational seminars. The fee structure at Sharebuilder 401K includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Services Offered

Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

801 Second Ave Suite 1400
Seattle, WA 98104

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Sharebuilder 401K Brokerage Details

Total Number of Employees

36

WA Average: 46

Investment Advisory Services

  • Pension consulting services
  • Educational seminars/workshops

Robert Miller Work History

2021 - Present (3 years)

Sharebuilder Advisors

2019 - 2021 (2 years)

Sharebuilder Advisors

2000 - 2016 (16 years)

Ing Direct Investing, Inc

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Disclosures

Please visit the SEC profile of Robert 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 Sharebuilder 401K

Jacob Keil
Seattle, WA
Cynthia Ghaffari
Seattle, WA
Sara Andres
Spearfish, SD
Duncan Varela
Seattle, WA
Vince Hacut
Seattle, WA
Kendrick Kronthal
Seattle, WA
Steven Oneal
Woodlands, TX
Christopher Wilkinson
Richmond, VA

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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