Robert Torpy Miller
Investment adviser representative at Sharebuilder 401k
10 yearsExperience
1 stateRegistered in
CFADesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Sharebuilder 401kJul 2019 to now
- Sharebuilder AdvisorsJul 2019 to now
- UnemployedApr 2016 to Jul 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (WA).
Sharebuilder 401k
Legal name: Sharebuilder Advisors, LLC
$0Assets managed
5,500Clients
17Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4149725
- Firm CRD
- 300537