Unclaimed
Henry Scott Miller is an investment advisor representative currently associated with Miller Investment Management, LP. Henry has been with the firm since July 1998. Henry has also been registered with the state of New York as an investment advisor representative since August 2021. Henry has over 40 years of experience in the financial services industry and is a Chartered Financial Analyst. In addition to being an investment advisor representative, Henry serves as a director for multiple companies. Henry's expertise lies in portfolio management for businesses, individuals, and pooled investment vehicles. Henry is a highly experienced professional with a strong track record of success.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
PA
03/22/2016 - Present
Miller Investment Management, LP (WEST CONSHOHOCKEN PA)
NA
03/19/1993 - 06/10/1994
MAS FUND DISTRIBUTION, INC.
NA
01/26/1977 - 05/03/1989
GOLDMAN, SACHS & CO.
BC
Issued 03/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/13/1982
Series 5 - Interest Rate Options Examination
BC
Issued 07/27/1977
PC - AMEX Put and Call Exam
BC
Issued 01/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Henry Miller is the right advisor for you? Invested Better is here to help.