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Nathaniel John Miller

Wellington Wealth Strategies, LLC

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About Nathaniel John Miller

Nathaniel Miller is a financial advisor who has been in the industry since 2000. Nathaniel is currently registered with Wellington Wealth Strategies, LLC and The Wellington GRP LLC. Nathaniel has a wide range of experience in the financial industry, including working with individuals, corporations, and pooled investment vehicles. Nathaniel is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Nathaniel Miller is currently registered with Wellington Wealth Strategies, LLC. Wellington Wealth Strategies, LLC is an independent financial advisory firm based in Indianapolis, Indiana. They offer a variety of financial planning and investment management services to individuals, corporations, and pooled investment vehicles. The firm has approximately $289.6 million in assets under management and serves over 1,199 clients. They specialize in providing financial advice to firefighters and their families.
Wellington Wealth Strategies, LLC

9000 KEYSTONE CROSSING

INDIANAPOLIS, IN 46240

$289.60M

Assets Under Management

258

Total Clients

14

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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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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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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Nathaniel Miller’s Registration & Firm History

IN

09/01/2023 - Present

Wellington Wealth Strategies, LLC (INDIANAPOLIS IN)

IN

01/10/2017 - 09/07/2023

PARK AVENUE SECURITIES LLC (INDIANAPOLIS IN)

IN

06/27/2000 - 07/27/2016

PRUCO SECURITIES, LLC. (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 03/14/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2017

Series 24 - General Securities Principal Examination

BC

Issued 06/30/2008

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/29/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2003

Series 7 - General Securities Representative Examination

BC

Issued 06/26/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathaniel John Miller.
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