Howard D. Miracle

BADGLEY PHELPS WEALTH MANAGERS

Seattle, WA 98101

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CRD#: 1502120

Professional summary

Howard Davis Miracle, who also goes by Davis Howard Miracle, H Davis Miracle, is a registered financial advisor currently at BADGLEY PHELPS WEALTH MANAGERS located in Seattle, Washington.

Howard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Howard has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Davis Howard Miracle | H Davis Miracle

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) - RIA

Click below to view Howard Davis Miracle'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

November 4, 2025 - Present

BADGLEY PHELPS WEALTH MANAGERS

Office #1: 1420 Fifth Avenue Suite 3200, Seattle, WA 98101

RIA

CRD#: 315440

Seattle, WA

Past

March 25, 2011 - November 4, 2025

MARSHALL & SULLIVAN, INC.

RIA

CRD#: 105168

SEATTLE, WA

Past

June 1, 2009 - April 5, 2011

MORGAN STANLEY

RIA

CRD#: 149777

PORTLAND, OR

Past

June 1, 2009 - April 5, 2011

MORGAN STANLEY

CRD#: 149777

PORTLAND, OR

Past

July 31, 1993 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

SEATTLE, WA

Past

October 3, 1990 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

SEATTLE, WA

Past

August 1, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

February 4, 1987 - August 12, 1988

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

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".

BADGLEY PHELPS WEALTH MANAGERS

BADGLEY PHELPS WEALTH MANAGERS | BADGLEY PHELPS WEALTH MANAGERS, LLC

CRD#: 315440 / SEC#: 801-121830

RIA

Registered Investment Advisory firm - (7/26/2021 Approved)

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

Oregon
(11/5/2025)

IAR

Washington
(11/4/2025)

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: 10/15/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/22/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/17/1986

General Securities Representative Examination

Current Firm

BADGLEY PHELPS WEALTH MANAGERS

BADGLEY PHELPS WEALTH MANAGERS | BADGLEY PHELPS WEALTH MANAGERS, LLC

CRD#: 315440 / SEC#: 801-121830

RIA

Registered Investment Advisory firm - (7/26/2021 Approved)

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Contact information

Main Address

1420 Fifth Avenue Suite 3200, Seattle, WA 98101

Mailing Address

Phone number

(206) 623-6172

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BADGLEY PHELPS WEALTH MANAGERS, LLC PART 2A BROCHURE 03/29/2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	2,875
AUM (Assets Under Management)	$ 5,902,779,678

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/27/2025	Cover Page	Report
12/11/2024	Cover Page	Report
01/08/2024	Cover Page	Report
10/24/2022	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Howard D. Miracle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Howard Davis Miracle's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARSHALL & SULLIVAN, INC.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

WELLS FARGO INVESTMENTS, LLC

Primary Firm SEC Registration

BADGLEY PHELPS WEALTH MANAGERS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/15/1992

Series 63

Date: 8/22/1986

Series 7

Date: 5/17/1986

Current Firm

BADGLEY PHELPS WEALTH MANAGERS

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BADGLEY PHELPS WEALTH MANAGERS

TRUST BUT VERIFY

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