![Brett Miller](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Brett Miller
Gestionnaire de Portefeuille-Actions chez
Raymond James & Associates, Inc. (Invt Mgmt)
Profil
Mr. Brett A. Miller, CFA, is a Financial Advisor at Raymond James & Associates, Inc.
He has served in the investment industry for over a decade working with individual families and institutional investors in the wealth advisory space.
Prior to joining Glacier Advisors of Raymond James in 2023, he held roles as a Portfolio Manager and Financial Planner at Polaris Wealth Advisory Group for six years.
Prior to that he spent time at Fidelity Investments and Scottrade, Inc. as an Investment Consultant.
Mr. Miller received his degree in Financial Management from Hillsdale College
Postes actifs de Brett Miller
| Sociétés | Poste | Début |
|---|---|---|
Raymond James & Associates, Inc. (Invt Mgmt)
 Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance RJA-IM generally recommends and provides clients with a diversified investment strategy incorporating domestic and international equities, fixed income and other alternative asset classes such as real estate and commodities. The exact composition of recommended programs and investment strategies is determined based on the client's legal and tax considerations and is greatly influenced by the client's liquidity needs and tolerance for risk. | Gestionnaire de Portefeuille-Actions | 01/04/2023 |
Anciens postes connus de Brett Miller
| Sociétés | Poste | Fin |
|---|---|---|
Polaris Wealth Advisory Group LLC
 Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris employs a top-down, quantitatively-driven investment selection process that uses a variety of methods to evaluate the overall financial market, market sectors and various types of securities. For their clients' portfolios, the firm primarily recommends investments in equity securities, fixed income & debt securities, ETFs, and mutual funds & variable insurance products. | Analyst-Equity | 01/01/2023 |
Fidelity Brokerage Services LLC
 Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Prepackaged Software | Corporate Officer/Principal | 01/12/2016 |
Formation de Brett Miller
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Prepackaged Software | Technology Services |
Hillsdale College
 Hillsdale College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Raymond James & Associates, Inc. (Invt Mgmt)
Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance RJA-IM generally recommends and provides clients with a diversified investment strategy incorporating domestic and international equities, fixed income and other alternative asset classes such as real estate and commodities. The exact composition of recommended programs and investment strategies is determined based on the client's legal and tax considerations and is greatly influenced by the client's liquidity needs and tolerance for risk. | Finance |
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris employs a top-down, quantitatively-driven investment selection process that uses a variety of methods to evaluate the overall financial market, market sectors and various types of securities. For their clients' portfolios, the firm primarily recommends investments in equity securities, fixed income & debt securities, ETFs, and mutual funds & variable insurance products. | Finance |
