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Edward Robert Miller

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC·PORTSMOUTH, New Hampshire
Clean record11 years registeredMEASURED WEALTH PRIVATE CLIENT GROUP, LLC
303 ISLINGTON STREET, PORTSMOUTH, NH 03801CRD# 6384865Firm CRD# 170442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Robert Miller · PORTSMOUTH, NH
Registration
CRD #6384865 · MEASURED WEALTH PRIVATE CLIENT GROUP, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

Jul 2019Oct 2021
Wellesley, MA
Jul 2016Aug 2018
CHARLOTTESVILLE, VA
PISCATAQUA CAPITAL MANAGEMENT, LLC
Sep 2014Jul 2015
PORTSMOUTH, NH
02

Registrations & Exams

Registration record
First registered · September 2, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
CRD 170442 · SEC 801-80056
AUM
$408M
Regulatory assets under management
Employees
12
1,313 client accounts
Services offered by MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Edward Robert Miller offer?
Edward Robert Miller specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Edward Robert Miller's credentials?
Edward Robert Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Robert Miller located?
Edward Robert Miller is based in PORTSMOUTH, New Hampshire, working with MEASURED WEALTH PRIVATE CLIENT GROUP, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Edward Robert Miller charge for services?
Edward Robert Miller's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEASURED WEALTH PRIVATE CLIENT GROUP, LLC?
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC has approximately 12 employees and manages $408M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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