George W. Miller

BUELL INVESTMENT ADVISORS

Glastonbury, CT 06033

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CRD#: 601263

Professional summary

George Walter Miller JR is a registered financial advisor currently at BUELL INVESTMENT ADVISORS located in Glastonbury, Connecticut and BUELL SECURITIES CORP. located in Glastonbury, Connecticut.

George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1970. George has worked at 5 firms and has passed the Series 63, Series 7TO, SIE and Series 1 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 George Walter Miller JR'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

August 6, 2021 - Present

BUELL INVESTMENT ADVISORS

Office #1: 200 Glastonbury Blvd 1st Fl, Glastonbury, CT 06033

RIA

CRD#: 173423

Glastonbury, CT

Current

August 6, 2021 - Present

BUELL SECURITIES CORP.

Office #1: 200 Glastonbury Boulevard Suite 102, Glastonbury, CT 06033

CRD#: 1342

Glastonbury, CT

Past

April 4, 2002 - December 6, 2005

COBURN & MEREDITH, INC.

RIA

CRD#: 164

SIMSBURY, CT

Past

October 9, 1975 - August 5, 2021

COBURN & MEREDITH, INC.

CRD#: 164

SIMSBURY, CT

Past

October 5, 1971 - December 7, 1975

BRAINARD, JUDD & CO.

CRD#: 105

Past

January 13, 1970 - October 15, 1971

DREXEL BURNHAM & CO. INCORPORATED

CRD#: 116

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.

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

California
(8/9/2021)

Colorado
(8/6/2021)

Connecticut
(8/6/2021)

IAR

Connecticut
(8/6/2021)

Rhode Island
(8/16/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/29/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 1/9/1969

Registered Representative Examination

SRO Registrations

FINRA

Current Firm

BUELL INVESTMENT ADVISORS

BUELL INVESTMENT ADVISORS | BUELL INVESTMENT ADVISORS LLC

CRD#: 173423 / SEC#:

Connecticut

Registered Investment Advisory firm - (7/14/2015 Approved)

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Contact information

Main Address

200 Glastonbury Blvd 1st Fl, Glastonbury, CT 06033

Mailing Address

Phone number

(860) 657-1700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	106
AUM (Assets Under Management)	$ 35,152,939

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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George W. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Walter Miller JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUELL SECURITIES CORP.

COBURN & MEREDITH, INC.

COBURN & MEREDITH, INC.

BRAINARD, JUDD & CO.

DREXEL BURNHAM & CO. INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 10/29/1986

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 1/9/1969

FINRA

Current Firm

BUELL INVESTMENT ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BUELL INVESTMENT ADVISORS

TRUST BUT VERIFY

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