Sean Anthony Miller
Investment adviser representative at Blue Bell Private Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Blue Bell Private Wealth Management, LLCJan 2026 to now
- UnemployedNov 2023 to Dec 2025
- Aberdeen Asset Management Inc.Jan 2022 to Oct 2023
- Aberdeen Asset Management Inc.Jan 2019 to Dec 2021
- Aberdeen Asset Management Inc.Jun 2015 to Dec 2018
- Aberdeen Fund Distributors, LLCJun 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Blue Bell Private Wealth Management, LLC
$1.1BAssets managed
811Clients
11Advisers
21 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
- 5201204
- Firm CRD
- 134184