Advisor at Macro Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Macro Advisors, Inc.
Location
Farmington, CT 06032
Credentials
Series 66
Industry experience
10 years
Kara Miller is a financial advisor with Macro Advisors, Inc. She holds a Series 66 designation and has 10 years of industry experience. Prior to joining Macro Advisors in 2024, she worked at Brooklight Place Securities, Interactive Financial Advisors, Essex Securities, LLC, and is a partner at Professional Investors Life & Annuity, LLC, where she is involved in the wholesale and personal sales of life insurance, annuities, and health insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm manages approximately $253 million in client assets and uses proprietary model portfolios incorporating equities, fixed income, and hedging strategies tailored to client risk profiles.
Based on Macro Advisors, Inc.
Based on Macro Advisors, Inc.
Less than $250,000 - $250,000: 1.5% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: Negotiable
Insurance commissions earned by persons licensed as insurance agents affiliated with the firm, separate and in addition to advisory fees.
$150.00 per hour for financial planning services, negotiable depending on scope and complexity.
Account minimum: $100,000
2 Bridgwater Road, Suite 101
Farmington, CT 06032
Connecticut · Texas
Macro Advisor, Inc
2024 - Present (2 years)
Brooklight Place Securities
2018 - 2019 (1 year)
Interactive Financial Advisors
2017 - 2022 (5 years)
Essex Securities, LLC
2016 - 2016 (1 year)
Professional Investors Life & Annuity, LLC.
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
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PFS™
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Bleeck Financial Management, Inc.
Series 63, Series 65
Rocky Hill, CT
Dennis Glynn, CPA
CFP®, Series 63
Hartford, CT
Nutmeg Capital Advisors, LLC
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