Keenan M Miller

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

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

• 07/2013 → 06/2020
  Axa Advisors, Llc.
  New York, NY
• 07/2013 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) Young Life Greater Northeast Region, Webster, NY, Young Life Committee Chair, St. Dt: 9/1/16, 2 hrs. mnth. 2). Vestal Rotary Club, Volunteer Member, member at large, since 12/28/20, 5 hours month. 3)Board Member, Catholic Charities Tompkins/Tioga, Ithaca, NY 14850, Start Date 6/1/2022, 2 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-07