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Steven Jeffrey Miller

Trebuchet Consulting, LLC

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About Steven Jeffrey Miller

Steven Jeffrey Miller is an investment advisor representative at Trebuchet Consulting, LLC, in Pittsburgh, PA. Steven has been in the industry since 1995, and has held previous positions with Bill Few Securities, Inc. and Mercer Allied Company, L.P. Steven holds the Series 63, Series 65, and Series 7 licenses. The firm provides financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Steven Miller is currently registered with Trebuchet Consulting, LLC. Trebuchet Consulting, LLC is an investment advisor based in Pittsburgh, PA. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Their firm manages approximately $799.3 million in regulatory assets under management.
Trebuchet Consulting, LLC

313 CASTLE SHANNON BLVD.

PITTSBURGH, PA 15234

$799.35M

Assets Under Management

36

Total Clients

4

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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Steven Miller’s Registration & Firm History

PA

12/13/2016 - Present

Trebuchet Consulting, LLC (PITTSBURGH PA)

PA

08/04/2008 - 05/01/2013

BILL FEW SECURITIES, INC. (PITTSBURGH PA)

PA

06/09/1995 - 04/16/2007

MERCER ALLIED COMPANY, L.P. (CANONSBURG PA)

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Licenses & Designations

IA

Issued 01/19/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/08/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Jeffrey Miller.
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