Claim Profile
BM

Brian Robert Miller

MATHEYS LANE CAPITAL MANAGEMENT L.P.·PROVIDENCE, Rhode Island
Unclaimed Profile
10 MEMORIAL BOULEVARD, PROVIDENCE, RI 02903CRD# 6027947Firm CRD# 148887
01

About

Brian Robert Miller is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with MATHEYS LANE CAPITAL MANAGEMENT L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
MATHEYS LANE CAPITAL MANAGEMENT L.P.
MATHEYS LANE CAPITAL MANAGEMENT L.P.
AUM
$1.6B
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6027947
Firm CRD# 148887
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PROVIDENCE?

Browse all registered financial advisors in PROVIDENCE, Rhode Island or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Robert Miller offer?
Brian Robert Miller specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are Brian Robert Miller's credentials?
Brian Robert Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Robert Miller located?
Brian Robert Miller is based in PROVIDENCE, Rhode Island, working with MATHEYS LANE CAPITAL MANAGEMENT L.P.. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Brian Robert Miller charge for services?
Brian Robert 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 MATHEYS LANE CAPITAL MANAGEMENT L.P.?
MATHEYS LANE CAPITAL MANAGEMENT L.P. has approximately 7 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty