Daniel M Miller

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → 05/2017
  Investment Professionals, Inc.
  Danvers, MA
• 05/2017 → 09/2018
  Investment Professionals, Inc.
  Lynnfield, MA
• 06/2018 → 03/2020
  Ameriprise Financial Services, Inc
  Lynnfield, MA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Peabody, MA

Previous Registrations

• 2007-10-05 → 2018-09-24
  Investment Professionals, Inc.
  Salem, MA
  San Antonio, TX
  Swampscott, MA
  Salem, MA
  Lynnfield, MA
  Danville, KY
• 2003-11-12 → 2007-04-24
  Cetera Wealth Services, Llc
  Burlington, MA
  Littleton, MA

Other Businesses

Real Estate Ownership; Commercial; 5 essex green drive suite 23, , peabody, MA, 01960; Investment-Related; 08/17/2022.

Exams

• S66 Uniform Combined State Law Examination
  2001-06-29

Other Names

• Daniel Myron Miller