Robert Slade Miller

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/1982 → Present
  Miller & Associates, Ltd
  Chicago, IL
• 01/2008 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2008 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 01/1973 → Present
  Northwestern University
  Chicago, IL

Previous Registrations

• 2004-01-06 → 2007-12-31
  Wolf Financial Management, Llc
  Oak Brook, IL
  Oakbrook Terrace, IL
  Chicago, IL
• 2002-06-05 → 2004-11-03
  Cornerstone Professional Advisor Services, Llc
  Chicago, IL

Other Businesses

1) MILLER & ASSOCIATES, 205 W WACKER DR STE 1750, CHICAGO, IL. BEGAN 10/82 AS PRESIDENT OF ACCOUNTING FIRM. NOT INVESTMENT RELATED. DEVOTES 750 HRS/YR 650 HRS/YR DURING TRADING. 2) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 3) NORTHWESTERN UNIVERSITY SCHOOL OF CONTINUING STUDIES, 359 E CHICAGO, IL 60611. BEGAN 1/73 AS SENIOR LECTURER. NOT INVESTMENT RELATED. DEVOTES 60 HRS/YR NONE DURING TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 5) MILLER & ASSOCIATES, LTD, 415 E. Golf Rd., Ste. 117, Arlington Heights IL 60005, 01/2008, Agent, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  1998-10-16

Other Names

• Bob Miller