LM
Linda B. Miller
CETERA INVESTMENT ADVISERS LLC
WHITE PLAINS, NY 10604
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CRD#: 2558935
LM
Professional summary
Linda Bianco Miller, AIF® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in White Plains, New York and CETERA WEALTH SERVICES, LLC located in White Plains, New York.
Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Linda has worked at 5 firms and has passed the Series 63, SIE and Series 6 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 09/03/2013, 2HRS/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2. WESTMINSTER U.S.A. LTD., NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, PENSION ACTUARIAL SERVICE, START 11/06/1990, 5-15 HRS/WK (TRADING HOURS), CHIEF ACTUARY - CONSULTING, ACTUARIAL, & ADMINISTRATIVE SERVICES; 3. RESOURCE TECHNOLOGIES, INC., NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, PENSION ACTUARIAL SERVICE, START 07/22/1997, 5-10 HRS/WK (TRADING HOURS), CHIEF ACTUARY - CONSULTING, ACTUARIAL, & ADMINISTRATIVE SERVICES; 4. UNITED STATES FINANCIAL CORPORATION, NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, INSURANCE PRODUCTS: SALES SERVICE, START 12/07/1994, 0-3 HRS/WK (TRADING HOURS), ADMINISTRATIVE/COMPUTATIONAL/ANALYTICAL ASSISTANCE; 5. CONSOLIDATED FINANCIAL SERVICES CORPORATION, NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, INSURANCE PRODUCTS: SALES & SERVICE, START 07/12/1991, 0-3 HRS/WK (TRADING HOURS), ADMINISTRATIVE/COMPUTATIONAL/ANALYTICAL ASSISTANCE; 6. NATIVE AMERICAN FINANCIAL CORPORATION, NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, INSURANCE PRODUCTS: SALES SERVICE, START 05/13/2003, 0-3 HRS/WK (TRADING HOURS), ADMINISTRATIVE/COMPUTATIONAL/ANALYTICAL ASSISTANCE; 7. WESTCHESTER NEEDLE ARTISTS CHAPTER OF THE AMERICAN NEEDLE POINT GUILD, NOT INVESTMENT RELATED, 2424 AMERICAN LANE, MADISON, WI 53704, NEEDLEPOINT ACTIVITY, START 09/2012, 1-2 HRS/WK (NON-TRADING HOURS), TREASURER; 8. NAME OF OTHER BUSINESS: THE OSBORN INVESTMENT RELATED: NO ADDRESS: 101 THEALL RD RYE NY 10580 NATURE OF BUSINESS: NON-PROFIT RETIREMENT COMMUNITY START DATE: 5/2017 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: TRUSTEE BRIEF DESCRIPTION OF DUTIES: GOVERN & GUIDE COMMUNITY
CRS (Client Relationship Summary) - RIA
Click below to view Linda Bianco 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
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 4 W Red Oak Ln Ste 110, White Plains, NY 10604RIA
CRD#: 105644
WHITE PLAINS, NY
Current
September 3, 2013 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 4 W Red Oak Ln Ste 110, White Plains, NY 10604BD
CRD#: 13572
WHITE PLAINS, NY
Past
March 31, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
June 5, 2008 - September 3, 2013
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
WHITE PLAINS, NY
Past
August 20, 1996 - April 2, 2008
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
WHITE PLAINS, NY
Past
July 10, 1996 - August 1, 1996
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
Past
January 12, 1995 - December 5, 1996
PRIME CAPITAL SERVICES, INC.
BD
CRD#: 18334
POUGHKEEPSIE, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(9/3/2013)
RR
Florida(9/3/2013)
RR
New Jersey(9/3/2013)
RR
New York(9/3/2013)
IAR
New York(6/29/2023)
RR
Pennsylvania(9/3/2013)
RR
Rhode Island(6/10/2025)
RR
South Carolina(2/11/2015)
RR
Virginia(9/3/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
