Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Michael Miller is an Investment Advisor Representative at Corient. Shaun has been in the industry since 1997. Shaun holds the Series 7, Series 31, Series 63, and Series 65 licenses. Shaun is also a Chartered Financial Analyst. Shaun has previously worked at Blackrock Investments, LLC, Quellos Fund Services, LLC, Quellos Brokerage Services, LLC, and Spring Street Securities, Inc. Shaun has experience working with high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. Corient is an investment adviser that provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
% of assets under advisement
1
2
WA
07/07/2023 - Present
Corient (Seattle WA)
WA
10/02/2007 - 11/08/2010
BLACKROCK INVESTMENTS, LLC (SEATTLE WA)
WA
10/24/2005 - 10/02/2007
QUELLOS FUND SERVICES, LLC (SEATTLE WA)
NJ
08/21/2000 - 10/24/2005
QUELLOS BROKERAGE SERVICES, LLC (PRINCETON NJ)
WA
08/05/1997 - 04/13/2000
SPRING STREET SECURITIES, INC. (SEATTLE WA)
IA
Issued 09/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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