Unclaimed Profile

Theresa B. Miller

FEDERAL STREET PARTNERS, LLC·STAMFORD, Connecticut

Clean recordFEDERAL STREET PARTNERS, LLC

750 WASHINGTON BOULEVARD, STAMFORD, CT 06901CRD# 4389769Firm CRD# 112302

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Theresa B. Miller · STAMFORD, CT

Registration

CRD #4389769 · FEDERAL STREET PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Theresa B. Miller is a registered financial advisor based in STAMFORD, Connecticut, affiliated with FEDERAL STREET PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FEDERAL STREET PARTNERS, LLC

AUM

$25M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FEDERAL STREET PARTNERS, LLC →

Services

Pension consulting

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4389769

Firm CRD# 112302

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Frequently Asked Questions

What services does Theresa B. Miller offer?

Theresa B. Miller specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.

What are Theresa B. Miller's credentials?

Theresa B. Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Theresa B. Miller located?

Theresa B. Miller is based in STAMFORD, Connecticut, working with FEDERAL STREET PARTNERS, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.

How does Theresa B. Miller charge for services?

Theresa B. Miller's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FEDERAL STREET PARTNERS, LLC?

FEDERAL STREET PARTNERS, LLC has approximately 4 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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