Robert Charles Miller

Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 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

• 10/2013 → 12/2019
  Quest Capital Strategies, Inc.
  Lake Forest, CA
• 12/2019 → Present
  Stonex Securities Inc
  Plymouth, MA
• 12/2019 → Present
  Stonex Advisors Inc
  Plymouth, MA

Previous Registrations

• 2014-07-01 → 2019-12-06
  Quest Capital Strategies, Inc.
  Quincy, MA
  Laguna Hills, CA
  Laguna Hills, CA
  Plymouth, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-20
• S63 Uniform Securities Agent State Law Examination
  2014-02-06

Other Names

• Bob Miller
• Bob Charles Miller
• Robert Charles Miller