Robert Alan Miller

Current Employers

Employment History

• 02/2001 → Present
  Capital Analysts Incorporated
  Radnor, PA
• 06/2012 → Present
  Lincoln Investment
  Wayne, PA

Previous Registrations

• 2012-03-12 → 2012-06-01
  Cincinnati Analysts, Inc.
  Wayne, PA
  Wayne, PA
  Cincinnati, OH

Other Businesses

JEWISH FEDERATION OF GREATER PHILADELPHIA POSITION: Committee member for the Key Donor Life Insurance Program NATURE: Charity serving the Jewish Community INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2016 ADDRESS: 2100 Arch Street, Philadelphia PA 19103 DESCRIPTION: Talk with donors about making Jewish Federation the beneficiary of new or existing life insurance policies. Overseeing and servicing the existing policies owned by and payable to Jewish Federation. CONGREGATION BETH OR POSITION: Board member of the Endowment Committee. NATURE: Synagogue INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2019 ADDRESS: 239 Welsh road, Maple Glen PA 19002, United States DESCRIPTION: Beth Or is working to build their endowment and prudently oversee the funds. I have agreed to once again serve on this committee. CHARLAP & MILLER, INC. POSITION: President & Owner NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 02/04/1984 ADDRESS: Two Bala Plaza, Suite 803, Bala Cynwyd PA 19004, United States DESCRIPTION: Consulting, sales, underwriting & service of life, disability and long-term care insurance LIFE SETTLEMENTS, LLC POSITION: servicing agent on an existing policy NATURE: Life settlement INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/12/2022 ADDRESS: 220 Boylston Street, Suite 1204, Boston MA 02116, United States DESCRIPTION: When a client no longer needs a life insurance policy, prior to surrendering the policy, we explore whether there is a greater value in the secondary market. BOYS TOWN JERUSALEM POSITION: Co-chair on the Advisory Committee for the mid-atlantic region. NATURE: Charitable INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2005 ADDRESS: 209 W. 29th Street, Suite 6250, New York NY 10001, United States DESCRIPTION: Co-chair the golf outing which is the largest fundraising event of the year and serve an advisory committee that discussing ways to increase awareness, involvement and fundraising for this school. MAIN & SKY POSITION: Fractional interest owner. NATURE: Condo/Hotel INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2008 ADDRESS: 201 Heber Avenue, Park City UT 84060, United States DESCRIPTION: When we are not personally using our units, we place them in the management company's rental pool. Rental income has never exceeded the quarterly expenses of the property.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-29
• S63 Uniform Securities Agent State Law Examination
  1984-08-08

Designations

Other Names

• Bob Miller