Profiel
Mr. Martin S.
Miller is a Founder & Private Wealth Advisor at MA Private Wealth LLC.
He brings 29 years of experience to his leadership role at MA Private Wealth.
Mr. Miller previously managed a private wealth practice at Ameriprise Financial Services, Inc. He has been honored by Barron’s as a Top Advisor for three consecutive years and named among the Financial Times Top 400 Advisers 2016.
He earned a bachelor’s degree from the University of California.
Actieve functies van Marty Miller
| Bedrijven | Functie | Begin |
|---|---|---|
MA Private Wealth LLC
 MA Private Wealth LLC Investment ManagersFinance MA Private Wealth LLC (MAPW) is an independent, SEC-registered investment adviser headquartered in San Carlos, California. The firm was founded by Marty Miller in 2018. MAPW provides discretionary and non-discretionary investment advisory services to individuals, including high-net worth individuals, and entities, including, but not limited to, family offices, trusts, estates, and private foundations. | Algemeen Directeur | 01-01-2018 |
Eerdere bekende functies van Marty Miller
| Bedrijven | Functie | Einde |
|---|---|---|
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Corporate Officer/Principal | 01-01-2018 |
Opleiding van Marty Miller
| University of California | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Finance |
MA Private Wealth LLC
MA Private Wealth LLC Investment ManagersFinance MA Private Wealth LLC (MAPW) is an independent, SEC-registered investment adviser headquartered in San Carlos, California. The firm was founded by Marty Miller in 2018. MAPW provides discretionary and non-discretionary investment advisory services to individuals, including high-net worth individuals, and entities, including, but not limited to, family offices, trusts, estates, and private foundations. | Finance |
