AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MM

Michael S. Miller

Some features on this profile are disabled
CRD#: 1007066
MM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Steven Miller SR, who also goes by Michael Steven Miller, Mike Miller, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1981. Michael had worked at 13 firms and has passed the Series 63, SIE, Series 52 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Steven Miller | Mike Miller

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 29, 2013 - May 1, 2015

ACADEMY SECURITIES, INC.

BD
CRD#: 17433
NEW YORK, NY
Past

June 6, 2005 - March 31, 2006

JACKSON SECURITIES LLC

BD
CRD#: 19897
LOS ANGELES, CA
Past

April 16, 2004 - April 1, 2005

HOEFER & ARNETT, INCORPORATED

BD
CRD#: 10883
SAN FRANCISCO, CA
Past

August 12, 2003 - March 31, 2004

M. R. BEAL & COMPANY

BD
CRD#: 22088
NEW YORK, NY
Past

February 14, 2002 - December 31, 2002

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

May 16, 1995 - March 3, 2000

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

September 26, 1990 - May 9, 1995

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

September 7, 1988 - September 18, 1990

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

December 2, 1987 - August 8, 1988

FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.

BD
CRD#: 16116
Past

September 18, 1987 - January 12, 1988

RIDEAU LYONS & CO.

BD
CRD#: 17974
Past

July 15, 1986 - March 6, 1987

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

June 22, 1984 - December 31, 1984

CARTWRIGHT SECURITIES, INC.

BD
CRD#: 10816
Past

July 28, 1983 - January 4, 1984

MUNICICORP OF CALIFORNIA

BD
CRD#: 7184
Past

September 3, 1981 - November 4, 1982

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/23/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AS
ACADEMY SECURITIES, INC.
ACADEMY ASSET MANAGEMENT | STERLING INVESTMENT SERVICES, INC. | LASALLE BROKERAGE SERVICES, INC. | ACADEMY SECURITIES, INC.

CRD#: 17433 / SEC#: , 8-35173

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
622 3rd Avenue 12th Floor, New York, NY 10017
Mailing Address
622 3rd Avenue 12th Floor, New York, NY 10017
Phone number
(646) 736-3995
Established
Delaware since 11/07/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (38 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MIMS, RONALD CHANCECHAIRMAN, CEO5637540
GRAHAM, ANTHONY RFINOP4959159
GRAHAM, ANTHONY RPRINCIPAL OPERATIONS OFFICER4959159
GRAHAM, ANTHONY RPRINCIPAL FINANCIAL OFFICER4959159
GRAHAM, ANTHONY RCOO4959159
MCCONKEY, PHILIP JOSEPHVICE CHAIRMAN3253139
WILCOX, SPENCER HAMILTONPRESIDENT5802885
BOYD, MICHAEL BARTOWCHIEF COMPLIANCE OFFICER, MUNICIPAL SECURITIES PRINCIPAL,REGISTERED OPTIONS PRINCIPAL, AML OFFICER2557814

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ACADEMY SECURITIES, INC.

CRD#: 17433

TRUST BUT VERIFY

Monitor Michael Miller

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics