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Steven Andrew Miller

Transamerica Financial Advisors, Inc.

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About Steven Andrew Miller

Steven Andrew Miller is a financial advisor with Transamerica Financial Advisors, Inc. Steven has been in the financial industry since 1994 and has worked with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. Steven is registered with FINRA and the Securities and Exchange Commission. Steven is also registered as an investment advisor representative in several states, including Georgia, Louisiana, New Jersey, North Carolina, and Texas. Steven is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Steven Miller is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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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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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percentage of assets

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

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Steven Miller’s Registration & Firm History

GA

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (Alpharetta GA)

GA

04/02/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (ALPHARETTA GA)

GA

07/26/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 04/24/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/29/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/25/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven Andrew Miller. Review regulatory record here.
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