Timothy P. Letter

MILLER INVESTMENT MANAGEMENT, LP

WEST CONSHOHOCKEN, PA 19428-2874

CRD#: 1896754

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Professional summary

Timothy Patrick Letter, AIF® is a registered financial advisor currently at MILLER INVESTMENT MANAGEMENT, LP located in West Conshohocken, Pennsylvania.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Timothy has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Patrick Letter's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

March 7, 2019 - Present

MILLER INVESTMENT MANAGEMENT, LP

Office #1: One Tower Bridge, Ste 1400, West Conshohocken, PA 19428-2874

RIA

CRD#: 108380

WEST CONSHOHOCKEN, PA

Past

December 14, 2007 - June 20, 2018

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570

BRYN MAWR, PA

Past

November 19, 2001 - December 11, 2007

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

RICHMOND, VA

Past

March 9, 2001 - November 13, 2001

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

June 7, 1999 - July 29, 1999

WHARTON EQUITY CORPORATION

CRD#: 10170

WAYNE, PA

Past

November 12, 1998 - May 7, 1999

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

April 9, 1996 - November 15, 1996

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

December 4, 1991 - January 6, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

December 4, 1991 - January 6, 1993

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

MILLER INVESTMENT MANAGEMENT, LP

MILLER INVESTMENT MANAGEMENT, L.P. | STRATEGIC CAPITAL ADVISORS, L.P. | MILLER INVESTMENT MANAGEMENT, LP

CRD#: 108380 / SEC#: 801-56027

RIA

Registered Investment Advisory firm - (11/19/1998 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
(3/7/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/27/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/5/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/20/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/4/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/2/2006

Investment Company Products/Variable Contracts Principal Examination

Current Firm

MILLER INVESTMENT MANAGEMENT, LP

MILLER INVESTMENT MANAGEMENT, L.P. | STRATEGIC CAPITAL ADVISORS, L.P. | MILLER INVESTMENT MANAGEMENT, LP

CRD#: 108380 / SEC#: 801-56027

RIA

Registered Investment Advisory firm - (11/19/1998 Approved)

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Contact information

Main Address

One Tower Bridge, Ste 1400, West Conshohocken, PA 19428-2874

Mailing Address

Phone number

(610) 834-9820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	307
AUM (Assets Under Management)	$ 5,694,821,204

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/21/2025	Cover Page	Report
12/20/2024	Cover Page	Report
10/18/2023	Cover Page	Report
01/03/2023	Cover Page	Report

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.

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Timothy P. Letter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Patrick Letter's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

MFS FUND DISTRIBUTORS, INC.

1717 CAPITAL MANAGEMENT COMPANY

WHARTON EQUITY CORPORATION

OSAIC FS, INC.

1717 CAPITAL MANAGEMENT COMPANY

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

MILLER INVESTMENT MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/1999

Series 63

Date: 3/5/1996

SIE

Date: 6/20/2018

Series 6

Date: 4/4/1996

Series 26

Date: 1/2/2006

Current Firm

MILLER INVESTMENT MANAGEMENT, LP

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MILLER INVESTMENT MANAGEMENT, LP

TRUST BUT VERIFY

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