Elizabeth Jane Miller

Employer firm

Key Financial, Inc. CRD 116240

$2.84B regulatory AUM 21 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 05/2017 → Present
  Osaic Wealth, Inc.
  West Chester, PA
• 08/2015 → Present
  Key Financial, Inc.
  West Chester, PA

Other Businesses

1. KEY FINANCIAL INC POSITION: Key Client Specialist NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITY TRADING HOURS: 130 START DATE: 08/01/2015 ADDRESS: 10145 Andrew Drive, Suite A, West Chester, PA 19380 DESCRIPTION: Assisting Advisor, Patricia Brennan, with day to day client services; processing paperwork for opening of accounts, transferring accounts, distributions, mobile deposit of checks. Take notes during client meetings.

Exams

• S66 Uniform Combined State Law Examination
  2021-02-15
• S63 Uniform Securities Agent State Law Examination
  1993-12-06

Other Names

• Elizabeth Jane Derosa