Unclaimed Profile

Lawrence James Miller

PRUDEO PARTNERS, LLC·WEST COLUMBIA, South Carolina

Series 1, Series 5, Series 7, Series 63, Series 65Clean record26 years registeredPRUDEO PARTNERS, LLC

602 MEETING STREET, WEST COLUMBIA, SC 29169CRD# 802453Firm CRD# 113961

Profile Verification

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

Identity

Lawrence James Miller · WEST COLUMBIA, SC

Registration

CRD #802453 · PRUDEO PARTNERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRUDEO PARTNERS, LLC

PRUDEO PARTNERS, LLC

Aug 2000 – Dec 2023

SINGER ISLAND, FL

Registrations & Exams

FINRA examinations passed

Series 1

Series 5

Series 7

Series 63

Series 65

Registration record

First registered · August 8, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRUDEO PARTNERS, LLC

CRD 113961 · SEC 801-60743

AUM

$413M

Regulatory assets under management

Employees

1,473 client accounts

Services offered by PRUDEO PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRUDEO PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Lawrence James Miller offer?

Lawrence James Miller specializes in Financial Planning, Investment Management.

What are Lawrence James Miller's credentials?

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

Where is Lawrence James Miller located?

Lawrence James Miller is based in WEST COLUMBIA, South Carolina, last registered with PRUDEO PARTNERS, LLC.

How does Lawrence James Miller charge for services?

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

How large is PRUDEO PARTNERS, LLC?

PRUDEO PARTNERS, LLC has approximately 8 employees and manages $413M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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