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Andrew M

Series 63

White Plains, NY

Cetera

Andrew Miller is a financial advisor at Cetera with 17 years of industry experience and holds a Series 63 designation. He has extensive experience in pension actuarial consulting and insurance sales, holding senior analyst and vice president roles at multiple firms since 2007. Outside of his advisory role, Miller is involved in insurance wholesaling, focusing on variable life insurance sales and management. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of investment programs and discretionary authorities, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Linda M

Series 63

White Plains, NY

Cetera

Linda Miller is a financial advisor with Cetera, holding a Series 63 designation and over 31 years of industry experience. She has been associated with Cetera Wealth Services since 2013 and with Cetera since 2023. Outside of her advisory role, she serves as treasurer for the Westchester Needle Artists Chapter of the American Needle Point Guild and is a trustee for The Osborn, a nonprofit retirement community. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with options that include model portfolios, third-party managers, and bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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