Masen
Miller
Royal Alliance Associates, Inc
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About this Advisor
Masen Miller is a financial advisor based out of Onalaska, Wisconsin with a total of 1 year of relevant experience. Miller is an employee of Royal Alliance Associates, Inc. During their career, the advisor has held roles at Royal Alliance Associates, Inc, Full Time Student At The University Of Wisconsin- La Crosse, Bloomer Street Department, Mcallister Financial Services, Inc, Bloomer Middle School and Bloomer High School. Miller has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Wisconsin. Royal Alliance Associates, Inc is a company operating out of Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 advisors. It administers $30 billion in assets under management among its 149,233 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 191 charitable organizations. Of its 149,233 accounts, just 11% are associated with high-net-worth clients who have at least $1 million in investable assets. Royal Alliance Associates, Inc offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules largely vary depending on the services. Fees billed by Royal Alliance Associates, Inc most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
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
- Educational seminars/workshops
Masen Miller Work History
Masen has been registered as a financial advisor for 1 years.*
Royal Alliance Associates, Inc
Mcallister Financial Services, Inc
Full Time Student At The University Of Wisconsin- La Crosse
Bloomer Street Department
Bloomer High School
Bloomer Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Masen Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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