Osaic Wealth
46yrs
Top advisor by experience in Sewickley
39yrs
Timothy Miller
Full name on record: Timothy Paul Miller
Financial advisor at Concurrent Investment Advisors
Based in Sewickley, Pennsylvania, Timothy Miller is a fiduciary financial advisor with 39 years of industry experience. Timothy joined Concurrent Investment Advisors in 2026, after a year at Ascentis Independent Advisors and a year at ORG Partners. Concurrent Investment Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 291 advisors with offices in Sewickley, and one of 252 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 5% by experience at Concurrent Investment Advisors
Office2605 Nicholson Road Suite 2303, Sewickley, PA 15143
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.18 million
Advisors at the firm285
States licensed ?1 state
Services through Concurrent Investment Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2026 – nowConcurrent Investment Advisors, LLCCurrent firm
- Jan 2026 – Sep 2026Ascentis Independent Advisors, LLCPreviously
- Aug 2024 – Jan 2026ORG PartnersPreviously
- Jun 2023 – Jul 2024Cetera Investment Advisers LLCPreviously
- 2012 – 2023Cetera Wealth Services, LLCPreviously
- 2010 – 2012Wells Fargo Clearing Services, LLCPreviously
- Jan 2005 – Mar 2005Solenture Advisors LLCPreviously
- 1997 – 2004MerrillPreviously
Contact Timothy
2605 Nicholson Road Suite 2303Sewickley, PA 15143Office · Get directions Firm main line(813) 709-8800Headquarters: Concurrent Investment Advisors · Tampa, FL Firm websitewww.legacyprivatewealthholdings.com
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Questions to ask Timothy
Tailored to Timothy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Timothy
How do I contact Timothy?
Call Concurrent Investment Advisors at (813) 709-8800 and ask for Timothy Miller. Timothy works from the Sewickley, PA office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 1987, about 39 years. Top 5% by experience at Concurrent Investment Advisors.
What licenses does Timothy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy paid?
Concurrent Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Timothy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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