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Chad Miller

Advisor at Signature Estate & Investment Advisors, LLC

Chad Miller, CFA, is a Senior Financial Advisor at Signature Estate & Investment Advisors, LLC (SEIA) based in Newport Beach, California.12 He joined SEIA in September 2022 and currently works on Mark Copeland's team.3

Chad holds a Bachelor of Science in Business Economics from The Wharton School at the University of Pennsylvania, which he attended from 2008 to 2012.1 During his time at Wharton, he took courses in corporate finance, monetary economics, advanced calculus, financial accounting, business statistics, and various management subjects.1

As a Senior Financial Advisor at SEIA, Chad is likely involved in providing investment management and financial planning services tailored to the needs of affluent individuals, institutions, and corporations.2 SEIA is a Registered Investment Advisory firm that follows a fiduciary standard, focusing on helping clients achieve their long-term financial goals and objectives.2

Chad's professional credentials include the Chartered Financial Analyst (CFA) designation, which is a globally recognized qualification for finance and investment professionals.12

Highlights

May 6 · contactout.com
Chad Miller Email & Phone Number | Signature Estate & Investment ...
Jul 1 · seia.com
Mark's Team | SEIA - Signature Estate & Investment Advisors
Mark's Team | SEIA - Signature Estate & Investment Advisors

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Chad Miller
Chad Miller, photo 1
Chad Miller, photo 2
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Location

Orange County, California, United States