Edward Robert Miller
Investment adviser representative at Measured Wealth Private Client Group, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$528.3MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Measured Wealth Private Client Group, LLCJun 2021 to now
- The Colony Group, LLCFeb 2019 to Jun 2021
- Aurora Financial Advisors, LLCJul 2018 to Feb 2019
- Private Advisor Group, LLCNov 2015 to Jul 2018
- The Legacy FoundationNov 2015 to Jul 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NH).
Measured Wealth Private Client Group, LLC
$528.3MAssets managed
638Clients
10Advisers
12 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
- 6384865
- Firm CRD
- 170442