TM
Timothy P. Miller
ORG PARTNERS
Sewickley, PA
Some features on this profile are disabled
CRD#: 1624708
TM
Professional summary
Timothy Paul Miller, AIF®, CIMA® is a registered financial advisor currently at ORG PARTNERS located in Sewickley, Pennsylvania.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Timothy has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 10, Series 9 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 10/19/2012, VARIOUS HRS/WK (TRADING HOURS), INSURANCE AGENT, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG TERM CARE; 2. NAME OF OTHER BUSINESS: BENCHMARK FINANCIAL ADVISORS, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED BRANCH, NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: 7/2013, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: BAXTER SERVICES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: LLC; START DATE: 4/2023; POSITION/TITLE/RELATIONSHIP: OWNER/MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; DUTIES: OWNER - LLC FOR REAL ESTATE INVESTMENTS; 4. Instructor at Community College of Allegheny County Teaching classes on retirement planning no compensation Starting 10/1/2025 10 hours per month
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Paul Miller's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 7, 2024 - Present
ORG PARTNERS
RIA
CRD#: 312728
Sewickley, PA
Past
June 29, 2023 - July 24, 2024
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
SEWICKLEY, PA
Past
November 26, 2012 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
SEWICKLEY, PA
Past
November 26, 2012 - July 24, 2024
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
SEWICKLEY, PA
Past
February 24, 2010 - November 27, 2012
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
PHILADELPHIA, PA
Past
February 23, 2010 - November 27, 2012
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
PHILADELPHIA, PA
Past
June 1, 2009 - March 8, 2010
MORGAN STANLEY
BD
CRD#: 149777
PITTSBURGH, PA
Past
February 24, 2005 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
PITTSBURGH, PA
Past
January 13, 2005 - March 10, 2005
SOLENTURE ADVISORS LLC
RIA
CRD#: 131186
PITTSBURGH, PA
Past
December 17, 2004 - April 6, 2005
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
January 1, 1997 - October 12, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PITTSBURGH, PA
Past
March 25, 1987 - October 12, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS
CRD#: 312728 / SEC#: 801-120444
RIA
Registered Investment Advisory firm - (3/18/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(8/7/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/1/1994
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS
CRD#: 312728 / SEC#: 801-120444
RIA
Registered Investment Advisory firm - (3/18/2021 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5001 Spring Valley Rd Suite 810w, Dallas, TX 75244
Mailing Address
Phone number
(260) 469-9173
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,747 |
| AUM (Assets Under Management) | $ 772,570,633 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
