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George Walter Miller

Buell Investment Advisors

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About George Walter Miller

George Walter Miller is a registered investment advisor representative with Buell Investment Advisors, a firm based in Glastonbury, Connecticut. George has been in the financial services industry since 1970. George's current registrations include Connecticut, California, Colorado and Rhode Island. George has a Series 63, Series 7TO and Series 1 licenses. George has a history of working at a number of firms. These include: Coburn & Meredith, Inc. and Brainard, Judd & Co. George provides financial planning and portfolio management services to both individuals and high net worth individuals.

Firm Information

George Miller is currently registered with Buell Investment Advisors. Buell Investment Advisors is an investment advisor with 1 licensed agent and 4 investment advisor representatives. They have a total of $35,152,939 in regulatory assets under management and primarily serve high-net-worth individuals and individuals other than high-net-worth. They offer financial planning and portfolio management services for individuals. Their client base includes 86 high-net-worth individuals with $31,309,762 in assets under management and 20 other individuals with $3,843,177 in assets under management. They participate in wrap fee programs.

$35.15M

Assets Under Management

Not reported

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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George Miller’s Registration & Firm History

CT

08/06/2021 - Present

Buell Investment Advisors (GLASTONBURY CT)

CT

10/09/1975 - 08/05/2021

COBURN & MEREDITH, INC. (SIMSBURY CT)

NA

10/05/1971 - 12/07/1975

BRAINARD, JUDD & CO.

NA

01/13/1970 - 10/15/1971

DREXEL BURNHAM & CO. INCORPORATED

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Licenses & Designations

BC

Issued 10/29/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/1969

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for George Walter Miller. Review regulatory record here.
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