Timothy Miller has been an investment adviser representative at Quaker Wealth Management since August 2020, and is not listed among the firm’s executive officers or direct owners. Timothy Miller holds a Bachelor of Science in Finance from La Salle University.
Quaker Wealth Management LLC is a Moorestown, NJ firm with $449M under management, 455 clients and 4 advisers in one office, as of its March 2026 filing.
Tim Miller is an advisor of Quaker Wealth Management, LLC. He began his career with Merrill Lynch in 2015. As a financial advisor, he is focused on cultivating new relationships and conducting goals-based wealth management analysis, and is responsible for the development and implementation of the team's client service model and client acquisition strategies.
Timothy Miller’s longest registration is the current one, 6 years at Quaker Wealth Management since 2020. Before joining Quaker Wealth Management in 2020, Timothy Miller was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Quaker Wealth Management LLCCurrent– present · 6 yearsMoorestown, NJ · Adviser representative · Firm CRD 284546
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsMount Laurel, NJ · Adviser representative · Firm CRD 7691
Professional designations
Listed by Quaker Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Timothy Miller is registered as an investment adviser representative in New Jersey, since August 2020.
- New JerseySince 5 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 15 December 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 June 2017 |
| Series 7 | General Securities Representative Examination | 6 April 2017 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Timothy H Miller
- CRD
- 6458679
- Firm
- Quaker Wealth Management · CRD 284546
- Office
- 70 EAST MAIN STREET, Moorestown, NJ 08057
- Registration
- Investment adviser registration
- In the industry since
- April 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- quakerwm.com
Where does Timothy Miller work?
Timothy Miller is an investment adviser representative registered through Quaker Wealth Management LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Miller a financial advisor?
Yes. Timothy Miller has a current investment-adviser registration in New Jersey, through Quaker Wealth Management since August 2020.
How many years of experience does Timothy Miller have?
Timothy Miller has 9 years in the financial industry, since April 2017, across 2 adviser firms.
What exams has Timothy Miller passed?
Timothy Miller has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in April 2017. FINRA credited Timothy Miller with the SIE, which began in October 2018.
Where did Timothy Miller work before Quaker Wealth Management?
Before Quaker Wealth Management, Timothy Miller was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, June 2017 to August 2020.
Where is Timothy Miller based?
Timothy Miller’s registered office is in Moorestown, NJ.
Is Timothy Miller registered with FINRA?
No. Timothy Miller has no current broker registration.
Is Timothy Miller a CFP?
Quaker Wealth Management lists Timothy Miller with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Timothy Miller’s record?
Search CRD 6458679 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Miller’s full registration record.