Reid T. Miller

MILLERGROUP INVESTMENTS LLC

Villanova, PA 19085

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CRD#: 2321797

Professional summary

Reid Thomas Miller is a registered financial advisor currently at MILLERGROUP INVESTMENTS LLC located in Villanova, Pennsylvania and MONTE CAPITAL GROUP LLC located in Downers Grove, Illinois.

Reid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Reid has worked at 2 firms and has passed the Series 65 exam.

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.

Reid T. Miller, Ph.D. is an adjunct professor at Villanova University, since January 2000, located at 800 Lancaster Avenue, Suite 118-Mailstop 113 Tolentine Hall, Villanova PA 19085. The business provides teaching of corporate finance, quantitative investing, and derivative based investments to graduate students through a series of courses since 2016. Reid T Miller, Ph.D. teaches financial engineering one day a week in the evening, either in the spring, summer, or fall semesters depending on graduate student demand; this effort will equate to 4 to 5 hours a week per semester during non-trading hours. Reid T. Miller, Ph.D. is the owner of Engin Partners LLC. Engin Partners LLC is a financial engineering consulting firm, created in September of 2014, a subsidiary of MillerGroup Investments and is located at 800 Lancaster Avenue, Suite 118-Mailstop 113 Tolentine Hall, Villanova, PA 19085. The business provides financial engineering consulting to pharmaceutical companies. Reid T. Miller, Ph.D. worked with clients primarily during non-trading business hours and managed a team of consultants devoting 10% of his time (approximately 8 hours a week).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reid Thomas 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®

None

Experience

Current

March 8, 2013 - Present

MILLERGROUP INVESTMENTS LLC

Office #1: 800 Lancaster Ave Suite 118 - Mailstop 113 - Tolentine Hall, Villanova, PA 19085

RIA

CRD#: 166210

Villanova, PA

Current

August 11, 2023 - Present

MONTE CAPITAL GROUP LLC

Office #1: 900 Ogden Ave, #439, Downers Grove, IL 60515

RIA

CRD#: 321894

Downers Grove, IL

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

Illinois
(8/11/2023)

IAR

Pennsylvania
(3/8/2013)

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: 2/11/2013

Uniform Investment Adviser Law Examination

Current Firm

MILLERGROUP INVESTMENTS LLC

CRD#: 166210 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (3/8/2013 Approved)

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Contact information

Main Address

800 Lancaster Ave Suite 118 - Mailstop 113 - Tolentine Hall, Villanova, PA 19085

Mailing Address

Phone number

(610) 322-2904

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	68
AUM (Assets Under Management)	$ 23,195,288

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Reid T. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reid Thomas Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILLERGROUP INVESTMENTS LLC

MONTE CAPITAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/11/2013

Current Firm

MILLERGROUP INVESTMENTS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MILLERGROUP INVESTMENTS LLC

TRUST BUT VERIFY

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