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Alan Joseph Miller

Colliers Securities LLC

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About Alan Joseph Miller

Alan Joseph Miller is a registered investment advisor representative with Colliers Securities LLC. Alan has been in the industry since September 3, 2006. Alan has been registered with Colliers Securities LLC since September 2014. Before that, Alan worked at WELLS FARGO ADVISORS, LLC from January 1, 2008 to September 29, 2014 and A. G. EDWARDS & SONS, INC. from September 4, 2006 to January 3, 2008. Alan holds Series 66, Series 7 and SIE licenses.

Firm Information

Alan Miller is currently registered with Colliers Securities LLC. Colliers Securities LLC is a Limited Liability Company formed in 1997 and headquartered in Minneapolis, Minnesota. The firm provides a wide range of advisory services, including portfolio management for individuals and selection of other advisers. With over 84 registered representatives, Colliers Securities manages approximately $262,622,768 in regulatory assets under management, primarily for high-net-worth individuals and individuals other than high-net-worth. The firm participates in wrap fee programs and is registered with the SEC and in all 50 states plus the District of Columbia and Puerto Rico.
Colliers Securities LLC

90 SOUTH SEVENTH STREET

MINNEAPOLIS, MN 55402-4108

$262.62M

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Miller’s Registration & Firm History

SD

09/26/2014 - Present

Colliers Securities LLC (Mitchell SD)

SD

01/01/2008 - 09/29/2014

WELLS FARGO ADVISORS, LLC (MITCHELL SD)

SD

09/04/2006 - 01/03/2008

A. G. EDWARDS & SONS, INC. (MITCHELL SD)

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Licenses & Designations

BOTH

Issued 09/15/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Alan Joseph Miller.
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