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Kara Maia Miller

MacRo Advisors, Inc.

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About Kara Maia Miller

Kara Maia Miller is an investment advisor representative with Macro Advisors, Inc. Kara has over 10 years of experience in the financial services industry and specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Kara has a strong understanding of the financial markets and is committed to providing her clients with personalized advice and investment strategies. Kara has worked at Brooklight Place Securities, Inc., Essex Securities LLC and Professional Investors Life & Annuity, LLC.

Firm Information

Kara Miller is currently registered with MacRo Advisors, Inc.. MacRo Advisors, Inc. is an investment advisory firm based in York, PA, with a total of $208,504,099 in regulatory assets under management. They specialize in providing financial planning, portfolio management for individuals, and pension consulting services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They have a team of 6 licensed agents and 7 investment advisor representatives.
MacRo Advisors, Inc.

526 GREENBRIAR ROAD

YORK, PA 17404

$208.50M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Kara Miller’s Registration & Firm History

CT

04/23/2024 - Present

MacRo Advisors, Inc. (Farmington CT)

CT

01/25/2018 - 06/25/2019

BROOKLIGHT PLACE SECURITIES, INC. (FARMINGTON CT)

CT

01/13/2016 - 09/13/2016

ESSEX SECURITIES LLC (Farmington CT)

CT

02/04/2014 - 12/31/2015

BROOKLIGHT PLACE SECURITIES, INC. (FARMINGTON CT)

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Licenses & Designations

BOTH

Issued 03/21/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kara Maia Miller.
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