Matthew Miller
Advisor at Consolidated Portfolio Review Corp
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.
Advisor at Consolidated Portfolio Review Corp
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
Consolidated Portfolio Review Corp
Location
Woodbury, NY 11797
Credentials
Series 63, Series 65
Industry experience
31 years
Matthew Miller is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2020 and maintains a role as Managing Director at WBB Securities, LLC, where he oversees general securities trading and operations. Outside of his primary roles, he occasionally provides consulting and trade review services to various firms on a non-permanent basis. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental, technical, and charting analysis with strategic asset allocation, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.
Based on Consolidated Portfolio Review Corp
Flat fees for Annual Planning Services, charged as agreed upon in the Financial Planning Agreement.
$0 - $100,000: 2.50% $100,001 - $250,000: 2.25% $250,001 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Hourly financial planning/consulting fees charged as flat rate per hour, varying by advisor experience and location.
Minimum fee: Minimum annual management fee of $90.00 Fee-only: Advisory fees based on assets under management; no commissions charged within advisory accounts.
125 Froehlich Farm Blvd.
Woodbury, NY 11797
California
Vanderbilt Securities, LLC
2020 - Present (6 years)
Vanderbilt Advisory Services
2020 - 2020 (1 year)
Allied Millennial Partners
2020 - 2020 (1 year)
WBB Securities, LLC
2011 - Present (15 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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