Unclaimed Profile

James Donnan Miller

PATHWAY FINANCIAL ADVISORS, LLC·SOUTH BURLINGTON, Vermont

Clean record9 years registeredPATHWAY FINANCIAL ADVISORS, LLC

2 MARKET STREET, SOUTH BURLINGTON, VT 05403CRD# 4490590Firm CRD# 124801

Profile Verification

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

Identity

James Donnan Miller · SOUTH BURLINGTON, VT

Registration

CRD #4490590 · PATHWAY FINANCIAL ADVISORS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PATHWAY FINANCIAL ADVISORS, LLC

PATHWAY FINANCIAL ADVISORS, LLC

Oct 2016 – Dec 2022

SOUTH BURLINGTON, VT

Registrations & Exams

Registration record

First registered · October 3, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATHWAY FINANCIAL ADVISORS, LLC

CRD 124801 · SEC 801-64598

AUM

$783M

Regulatory assets under management

Employees

912 client accounts

Services offered by PATHWAY FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PATHWAY FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does James Donnan Miller offer?

James Donnan Miller specializes in Financial Planning, Investment Management, Wealth Management.

What are James Donnan Miller's credentials?

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

Where is James Donnan Miller located?

James Donnan Miller is based in SOUTH BURLINGTON, Vermont, last registered with PATHWAY FINANCIAL ADVISORS, LLC.

How does James Donnan Miller charge for services?

James Donnan 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 PATHWAY FINANCIAL ADVISORS, LLC?

PATHWAY FINANCIAL ADVISORS, LLC has approximately 11 employees and manages $783M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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