SM
Shane Miller
from United Asset Strategies Inc.
Shane Miller is a financial advisor based in New York, Garden City,
with 25 years of experience. Shane currently works for
United Asset Strategies Inc..
Shane maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Shane Miller works at United Asset Strategies Inc.
United Asset Strategies Inc. is a financial advisory firm based in Garden City, New York. It currently has approximately $1,206,300,000 of assets under management and employs about 30 people. United Asset Strategies Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
23 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
377 Oak Street, Suite 403, Garden City, New York, 11530
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