Steven J. Miller

TREBUCHET CONSULTING

PITTSBURGH, PA 15234

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CRD#: 2616349

Professional summary

Steven Jeffrey Miller, who also goes by Steven J Miller, is a registered financial advisor currently at TREBUCHET CONSULTING, LLC located in Pittsburgh, Pennsylvania.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Steven has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steven J Miller

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 Steven Jeffrey Miller'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®

None

Experience

Current

April 26, 2013 - Present

TREBUCHET CONSULTING, LLC

Office #1: 313 Castle Shannon Blvd., Pittsburgh, PA 15234

RIA

CRD#: 166645

PITTSBURGH, PA

Past

August 4, 2008 - May 1, 2013

BILL FEW ASSOCIATES, INC.

RIA

CRD#: 133561

SEWICKLEY, PA

Past

August 4, 2008 - May 1, 2013

BILL FEW SECURITIES, INC.

CRD#: 41917

PITTSBURGH, PA

Past

May 2, 2007 - August 4, 2008

DELOITTE INVESTMENT ADVISORS LLC

RIA

CRD#: 104593

CINCINNATI, OH

Past

May 10, 1999 - April 16, 2007

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

CANONSBURG, PA

Past

June 9, 1995 - April 16, 2007

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

CANONSBURG, PA

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".

TREBUCHET CONSULTING, LLC

CRD#: 166645 / SEC#: 801-77644

RIA

Registered Investment Advisory firm - (2/21/2013 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

California
(6/28/2018)

IAR

Pennsylvania
(4/26/2013)

IAR

Texas
(12/13/2016)

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: 1/19/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/1/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/8/1995

General Securities Representative Examination

Current Firm

TREBUCHET CONSULTING, LLC

CRD#: 166645 / SEC#: 801-77644

RIA

Registered Investment Advisory firm - (2/21/2013 Approved)

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Contact information

Main Address

313 Castle Shannon Blvd., Pittsburgh, PA 15234

Mailing Address

Phone number

(412) 388-0715

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TREBUCHET ADV PART 2A MARCH 2025 (3/7/2025)

Regulatory assets under management

Total Number of Accounts	953
AUM (Assets Under Management)	$ 921,440,185

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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Advisor Monitoring

Firm Stability Insights

Steven J. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Jeffrey Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

BILL FEW ASSOCIATES, INC.

BILL FEW SECURITIES, INC.

DELOITTE INVESTMENT ADVISORS LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

TREBUCHET CONSULTING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/19/1999

Series 63

Date: 8/1/1996

Series 7

Date: 6/8/1995

Current Firm

TREBUCHET CONSULTING, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TREBUCHET CONSULTING, LLC

TRUST BUT VERIFY

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