William H. Miller

GIBRALTAR WEALTH MANAGEMENT

Abington, PA 19001

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CRD#: 1050421

Professional summary

William Howard Miller, who also goes by Bill Miller, is a registered financial advisor currently at GIBRALTAR WEALTH MANAGEMENT, LLC located in Abington, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. William has worked at 14 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill 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.

KRPG ADVISORS, LLC POSITION: IAR NATURE: Investment-Related OBA not through H. Beck, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 03/22/2017-ADDRESS: 9711 Washington Blvd, Ste 420, Gaithersburg MD 20878, United States-DESCRIPTION: ERISA 3(21) and 3(38) Investment Advisory Services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Howard Miller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

April 10, 2018 - Present

GIBRALTAR WEALTH MANAGEMENT, LLC

Office #1: 1117 Old York Road, Abington, PA 19001

RIA

CRD#: 124128

Abington, PA

Past

April 14, 2017 - January 24, 2018

KRPG ADVISORS, LLC

RIA

CRD#: 284998

GAITHERSBURG, MD

Past

March 22, 2017 - January 2, 2018

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

GAITHERSBURG, MD

Past

March 22, 2017 - January 2, 2018

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

GAITHERSBURG, MD

Past

July 20, 2010 - April 7, 2016

BRINKER CAPITAL INC

RIA

CRD#: 111743

BERWYN, PA

Past

March 25, 2008 - April 7, 2016

BRINKER CAPITAL SECURITIES, LLC

CRD#: 38123

BERWYN, PA

Past

November 2, 2007 - March 19, 2008

FORESIDE FUND SERVICES, LLC

CRD#: 46106

WEST CONSHOHOCKEN, PA

Past

October 3, 2001 - October 31, 2002

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

May 10, 2001 - October 2, 2007

NATIONWIDE FUND DISTRIBUTORS LLC

CRD#: 25910

WEST CONSHOHOCKEN, PA

Past

December 17, 1999 - October 1, 2001

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

March 30, 1998 - July 21, 1999

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Past

February 14, 1997 - October 29, 1997

DELAWARE DISTRIBUTORS, L.P.

CRD#: 14232

PHILADELPHIA, PA

Past

October 31, 1994 - February 24, 1995

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

Past

September 4, 1985 - November 8, 1994

RUTHERFORD, BROWN & CATHERWOOD, LLC

CRD#: 10306

PHILADELPHIA, PA

Past

May 21, 1985 - September 9, 1985

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

Past

June 28, 1982 - May 21, 1985

COLLINGS LEGG MASON, INC.

CRD#: 4001

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GIBRALTAR WEALTH MANAGEMENT, LLC

CASTLE INVESTMENT CONSULTING | GIBRALTAR WEALTH MANAGEMENT, LLC

CRD#: 124128 / SEC#: 801-126154

RIA

Registered Investment Advisory firm - (7/22/2022 Approved)

Arkansas

Registered Investment Advisory firm - (4/11/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (12/29/2010 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/3/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/12/2022 Terminated)

Virginia

Registered Investment Advisory firm - (12/31/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(4/10/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/19/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/28/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/19/1982

General Securities Representative Examination

Current Firm

GIBRALTAR WEALTH MANAGEMENT, LLC

CASTLE INVESTMENT CONSULTING | GIBRALTAR WEALTH MANAGEMENT, LLC

CRD#: 124128 / SEC#: 801-126154

RIA

Registered Investment Advisory firm - (7/22/2022 Approved)

Arkansas

Registered Investment Advisory firm - (4/11/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (12/29/2010 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/3/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/12/2022 Terminated)

Virginia

Registered Investment Advisory firm - (12/31/2010 Terminated)

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Contact information

Main Address

1117 Old York Road, Abington, PA 19001

Mailing Address

Post Office Box 2490, Jenkintown, PA 19046

Phone number

(215) 956-5154

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GIBRALTAR WEALTH MANAGEMENT FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	208
AUM (Assets Under Management)	$ 176,544,171

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.

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William H. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Howard Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

KRPG ADVISORS, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

BRINKER CAPITAL INC

BRINKER CAPITAL SECURITIES, LLC

FORESIDE FUND SERVICES, LLC

NATIONWIDE SECURITIES, LLC

NATIONWIDE FUND DISTRIBUTORS LLC

NATIONWIDE SECURITIES, LLC

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

DELAWARE DISTRIBUTORS, L.P.

JANNEY MONTGOMERY SCOTT LLC

RUTHERFORD, BROWN & CATHERWOOD, LLC

LEGG MASON WOOD WALKER, INCORPORATED

COLLINGS LEGG MASON, INC.

Primary Firm SEC Registration

GIBRALTAR WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2010

Series 63

Date: 6/28/1982

SIE

Date: 1/2/2018

Series 7

Date: 6/19/1982

Current Firm

GIBRALTAR WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GIBRALTAR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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