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Alison Hope Miller

F/M INVESTMENTS LLC·WASHINGTON, District of Columbia
SIE, Series 14, Series 99TOClean recordF/M INVESTMENTS LLC
3050 K. ST NW, WASHINGTON, DC 20007CRD# 6848149Firm CRD# 304405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alison Hope Miller · WASHINGTON, DC
Registration
CRD #6848149 · F/M INVESTMENTS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 14
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
F/M INVESTMENTS LLC
CRD 304405 · SEC 801-116853
AUM
$12.8B
Regulatory assets under management
Employees
67
3,530 client accounts
Services offered by F/M INVESTMENTS LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at F/M INVESTMENTS LLC →
Introduction

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Frequently Asked Questions

What services does Alison Hope Miller offer?
Alison Hope Miller specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Alison Hope Miller's credentials?
Alison Hope Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alison Hope Miller located?
Alison Hope Miller is based in WASHINGTON, District of Columbia, working with F/M INVESTMENTS LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Alison Hope Miller charge for services?
Alison Hope 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 F/M INVESTMENTS LLC?
F/M INVESTMENTS LLC has approximately 67 employees and manages $12.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Adam Victor Croll
WASHINGTON, DC
John Thomas Hailer
WASHINGTON, DC
Timothy Dolan
WASHINGTON, DC
Alexander Robert Morris
WASHINGTON, DC

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CFP

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