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Brett Miller
Portfolio Manager-Equities at Raymond James & Associates, Inc. (Invt Mgmt)
Network origin in Brett Miller first degree
Entity | Entity type | Industry | |
---|---|---|---|
Polaris Wealth Advisory Group LLC
![]() Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs).
6
| Subsidiary | Investment Managers | 6 |
Raymond James & Associates, Inc. (Invt Mgmt)
![]() Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance Raymond James & Associates, Inc. (Investment Management) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients.
3
| Operating Division | Investment Managers | 3 |
Fidelity Brokerage Services LLC
![]() Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Part of FMR LLC, Fidelity Brokerage Services LLC is a company that offers designated broker services to oversee employees' investment and trading activities. The company is based in Smithfield, RI. The company also provides information about Fidelity Investments, including their customers, history, and key facts and figures. Additionally, they promote sustainable investing by integrating environmental, social, and governance factors into investment research and decision making.
2
| Subsidiary | Packaged Software | 2 |
Hillsdale College
1
| College/University | Other Consumer Services | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brett Miller via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Carnegie Mellon University
![]() Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree | |
Michigan State University | College/University | Undergraduate Degree | |
Tekla Capital Management LLC
![]() Tekla Capital Management LLC Investment ManagersFinance Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund. | Investment Managers | Corporate Officer/Principal | |
CHARLES STANLEY GROUP | Investment Managers | Director/Board Member | |
Boenning & Scattergood, Inc.
![]() Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Investment Managers | Corporate Officer/Principal | |
Emory University | College/University | Undergraduate Degree | |
Lazard Asset Management LLC
![]() Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Analyst-Equity | |
Bucknell University | College/University | Undergraduate Degree | |
Colorado Technical University, Inc. | College/University | Undergraduate Degree | |
Franciscan University of Steubenville | College/University | Undergraduate Degree | |
University of Oregon | College/University | Undergraduate Degree | |
University of Madras | College/University | Undergraduate Degree | |
University of Lund | College/University | Undergraduate Degree | |
Tait Weller & Baker LLP
![]() Tait Weller & Baker LLP Miscellaneous Commercial ServicesCommercial Services Tait Weller & Baker LLP is an accounting and advisory firm with over 100 years of experience. The private company is based in Philadelphia, PA. The company aims to create opportunities for their clients and people. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
WR Hambrecht & Co. Ventures
![]() WR Hambrecht & Co. Ventures Investment ManagersFinance WR Hambrecht & Co. Ventures (WR Hambrecht & Co) is a venture capital subsidiary of WR Hambrecht + Co. LLC founded in 1999 by William Robert Hambrecht and Igor M. Sill. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
Polaris Equity Management, Inc.
![]() Polaris Equity Management, Inc. Investment ManagersFinance Polaris Equity Management, Inc. operates as investment advisory firm. It also provides wealth management and financial planning services to its clients. Polaris Equity Management was founded in 1998 and is headquartered in San Francisco, CA. | Investment Managers | Chief Executive Officer | |
Raymond James Bank, NA
![]() Raymond James Bank, NA Major BanksFinance Raymond James Bank NA operates as a bank. It offers securities mortgage, lending, home equity lending, residential mortgages, state bond home loan programs, and deposit services. The company was founded in 1962 and is headquartered in St. Petersburg, FL. | Major Banks | Director/Board Member | |
Innovest Portfolio Solutions LLC
![]() Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | Investment Managers | Analyst-Equity | |
RWA Wealth Partners LLC
![]() RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Investment Managers | Investment Committee Member Trading-Equity | |
Regal Investment Advisors LLC
![]() Regal Investment Advisors LLC Investment ManagersFinance Regal Investment Advisors LLC (RIA) is an independent, SEC-registered investment advisor headquartered in Kentwood, Michigan. The firm was founded by John Kailunas II in 2003 and do-business-as Regal Financial Advisors. RIA offers investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. | Investment Managers | Corporate Officer/Principal | |
University of Connecticut School of Business | College/University | Undergraduate Degree | |
Legacy Planning & Associates, Inc. | Corporate Officer/Principal | ||
Renaissance Capital Management LLC | Corporate Officer/Principal | ||
Greenhouse Wealth Management LLC
![]() Greenhouse Wealth Management LLC Investment ManagersFinance Greenhouse Wealth Management LLC (Greenhouse) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Westport, Connecticut. The firm was founded by Ryan W. Callas in 2016. Greenhouse delivers highly customized and effective wealth management and financial planning strategies to individuals, families, and businesses. | Investment Managers | Chief Executive Officer |
Statistics
International
United States | 27 |
Sweden | 3 |
United Kingdom | 2 |
India | 2 |
Sectoral
Finance | 18 |
Consumer Services | 11 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 12 |
Undergraduate Degree | 10 |
Investment Committee Member | 6 |
Portfolio Manager-Equities | 5 |
Director/Board Member | 4 |
Most connected contacts
Insiders | |
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Matt Erickson | 7 |
Terry Fant | 6 |
Todd Robinson Moss | 5 |
Tash Elwyn | 4 |
Jeff Powell | 4 |
Zachary Ganz | 4 |
Sammy Ng | 3 |
Kenny Senour | 3 |
Ryan W. Callas | 3 |
Arathi Thyagarajan | 2 |
Larry Adam | 1 |
Edward Mollison | 1 |
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