DM
David Miller
THAYER PARTNERS LLC
Cambridge, MA 02139
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CRD#: 7738478
DM
Professional summary
David Miller is a registered financial advisor currently at THAYER PARTNERS LLC located in Cambridge, Massachusetts.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. David has worked at 1 firm 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.
David Miller CPA Firm started in November 2017 to provided accounting services to clients. 40 Hours Currently (Note: Initial 3 years of experience was part-time and overlapped with other employment activity).
CRS (Client Relationship Summary) - RIA
Click below to view David 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®
NoneExperience
Current
July 10, 2023 - Present
THAYER PARTNERS LLC
Office #1: 625 Massachusetts Ave., Cambridge, MA 02139RIA
CRD#: 290734
Cambridge, MA
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".
TP
THAYER PARTNERS LLC
JOHN CHRISTOPHER WILMERDING | THAYER PARTNERS LLC | THAYER PARTNERS | LINDER FINANCIAL SERVICES, INC.
CRD#: 290734 / SEC#: 801-118392
RIA
Registered Investment Advisory firm - (4/6/2020 Approved)Georgia
Registered Investment Advisory firm - (4/14/2020 Terminated)Massachusetts
Registered Investment Advisory firm - (5/8/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/13/2020 Terminated)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
Florida(7/17/2023)
IAR
Massachusetts(7/10/2023)
Current Firm
TP
THAYER PARTNERS LLC
JOHN CHRISTOPHER WILMERDING | THAYER PARTNERS LLC | THAYER PARTNERS | LINDER FINANCIAL SERVICES, INC.
CRD#: 290734 / SEC#: 801-118392
RIA
Registered Investment Advisory firm - (4/6/2020 Approved)Georgia
Registered Investment Advisory firm - (4/14/2020 Terminated)Massachusetts
Registered Investment Advisory firm - (5/8/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/13/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Wyndmoor, PA
Mailing Address
Phone number
(617) 275-5430
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 609 |
| AUM (Assets Under Management) | $ 401,277,320 |
Red Flags
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Company Information
THAYER PARTNERS LLC
CRD#: 290734Cambridge, MA 02139TRUST BUT VERIFY
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