Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Miller is a financial advisor with over 25 years of experience in the financial services industry. Eric is a managing director at Fort Point Capital Partners LLC and provides referrals to various product lines included in both their Wealth Advisory and Asset Management practices. Eric also founded Structured Products Consulting Group, LLC, a consulting firm specializing in providing advice to the HNW derivatives and retail structured products community. Eric is registered with the state of New York as an Investment Advisor Representative and is also registered in Puerto Rico. Eric holds the Series 3, 7, and 63 licenses, as well as the Securities Industry Essentials Examination. Eric is a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
12/26/2024 - Present
Fort Point Capital Partners LLC (SAN FRANCISCO CA)
PA
01/04/2021 - 02/01/2024
MCG SECURITIES LLC (WAYNE PA)
NY
05/25/2007 - 09/25/2020
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
04/21/2006 - 05/15/2007
NATIXIS SECURITIES NORTH AMERICA INC. (NEW YORK NY)
CT
10/03/2005 - 04/17/2006
ABN AMRO INCORPORATED (STAMFORD CT)
NY
06/29/1998 - 10/06/2005
UBS SECURITIES LLC (NEW YORK NY)
CT
09/02/1997 - 06/29/1998
SBC WARBURG DILLON READ INC. (STAMFORD CT)
NY
05/21/1997 - 09/02/1997
SBC WARBURG, INC. (NEW YORK NY)
NY
10/06/1995 - 05/09/1997
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 10/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1997
Series 3 - National Commodity Futures Examination
BC
Issued 10/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Miller is the right advisor for you? Invested Better is here to help.
