Stifel, Nicolaus & Company
45yrs
Top advisor by experience in Hauppauge
24yrs
Based in Hauppauge, New York, Mark Miller is a fiduciary financial advisor with 24 years of industry experience. Mark has been with LPL Financial since 2025; before that, Mark spent eight years at Wells Fargo Advisors and six years at Merrill. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 350 advisors with offices in Hauppauge, and one of 261 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors in New York
Office888 Veterans Memorial Hwy -205, Hauppauge, NY 11788
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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
- May 2025 – nowLPL Financial LLCCurrent firm
- 2017 – 2025Wells Fargo Clearing Services, LLCPreviously
- 2011 – 2017MerrillPreviously
Contact Mark
Local office(631) 737-8863Ask for Mark. (704) 733-3300Main office · Fort Mill, SC 888 Veterans Memorial Hwy -205Hauppauge, NY 11788Office · Get directions Facebook pageLPL Financial
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- 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?
- 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 Mark
How do I contact Mark?
Call Mark’s local office at (631) 737-8863 or the LPL Financial main office at (704) 733-3300, and ask for Mark Miller.
How long has Mark been a financial advisor?
Mark has been in the industry since 2002, about 24 years. More experience than 70% of advisors in New York.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark 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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