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Thomas Edwin Miller

UNION SQUARE CAPITAL PARTNERS, LLC·KENNETT SQUARE, Pennsylvania
SIE, Series 7, Series 7TO, Series 24, Series 63CFAClean recordUNION SQUARE CAPITAL PARTNERS, LLC
235 WHITEHORSE LANE, KENNETT SQUARE, PA 19348CRD# 5639215Firm CRD# 288708

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Edwin Miller · KENNETT SQUARE, PA
Registration
CRD #5639215 · UNION SQUARE CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
01

Career History

GIRARD ADVISORY SERVICES, LLC
Jan 2026 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 63
Registration record
First registered · January 22, 2026
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
UNION SQUARE CAPITAL PARTNERS, LLC
CRD 288708 · SEC 801-111658
AUM
$277M
Regulatory assets under management
Employees
9
2 client accounts
Services offered by UNION SQUARE CAPITAL PARTNERS, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at UNION SQUARE CAPITAL PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Thomas Edwin Miller offer?
Thomas Edwin Miller specializes in Investment Management, Fee-Only Advisory. Contact their office in KENNETT SQUARE, Pennsylvania for a consultation.
What are Thomas Edwin Miller's credentials?
Thomas Edwin Miller holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Thomas Edwin Miller located?
Thomas Edwin Miller is based in KENNETT SQUARE, Pennsylvania, working with UNION SQUARE CAPITAL PARTNERS, LLC. Their office serves clients in the KENNETT SQUARE metropolitan area and surrounding communities.
How does Thomas Edwin Miller charge for services?
Thomas Edwin Miller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNION SQUARE CAPITAL PARTNERS, LLC?
UNION SQUARE CAPITAL PARTNERS, LLC has approximately 9 employees and manages $277M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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