Timothy H. Miller
Professional summary
Timothy H Miller, who also goes by Timothy Miller, Tim Miller, is a registered financial advisor currently at QUAKER WEALTH MANAGEMENT LLC located in Moorestown, New Jersey.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Timothy has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy H Miller's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 5, 2020 - Present
QUAKER WEALTH MANAGEMENT LLC
Office #1: 70 East Main Street, Moorestown, NJ 08057June 19, 2017 - August 3, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 6, 2017 - August 3, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
QUAKER WEALTH MANAGEMENT LLC
CRD#: 284546 / SEC#: 801-108126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/5/2020)
Exams
Series 7TO
Date: 12/15/2022
General Securities Representative ExaminationCurrent Firm
QUAKER WEALTH MANAGEMENT LLC
CRD#: 284546 / SEC#: 801-108126
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,300 |
| AUM (Assets Under Management) | $ 365,000,000 |
Red Flags
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