Sophie Miller
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.Oct 2025 to now
- Raymond James Financial Services, Inc.Oct 2025 to now
- Pioneer Valley Financial GroupJul 2024 to now
- Commonwealth Financial NetworkJul 2024 to Oct 2025
- Equitable Advisors, LLCMay 2023 to Jul 2024
- UnemployedSep 2022 to May 2023
- Basho Japanese BrasserieOct 2021 to Apr 2022
- Boston UniversitySep 2019 to Aug 2022
- People's InstituteJun 2017 to Mar 2019
- Northampton Public SchoolsMay 2013 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7746353
- Firm CRD
- 149018