Andy Miller, Partner of S.D. Daniels & Co., P.C., joined the firm in 2006. Mr. Miller has over 25 years of experience servicing the financial services industry. Mr. Miller’s diversified experience includes financial management and SEC reporting along with controller responsibilities. Prior positions include Audit Manager with Citigroup, Inc., VP of Management Reporting for BNY Brokerage, and also Assistant VP with Merrill, Lynch, Pierce, Fenner & Smith in the International Private Banking Group and the Corporate Credit department. He began his career with KPMG, formally Peat Markwick Mitchell & Company, serving as a senior accountant specializing in the banking industry. Mr. Miller is a FINRA registered Financial and Operations Principal (Series 27). He earned a Bachelor of Science in Accounting from the University of Rhode Island.
Subscribe to the SDDco Perspective Newsletter
Our SDDco Perspective includes industry news, guidance, regulatory rule updates, deadlines, and other timely matters impacting brokers, advisors, fintech firms, taxpayers, investors, and their service professionals.