Anthony D. Miller
EAGLE STRATEGIES LLC
MESQUITE, NV
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CRD#: 2302303
Professional summary
Anthony Drake Miller, CFP®, ChFC®, CLU®, who also goes by Tony Miller, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Mesquite, Nevada and NYLIFE SECURITIES LLC located in Billings, Montana.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Anthony has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tony 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.
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 178 S. 32nd St. W., Ste. 1, Billings, MT 59102; Start Date 05/2024; Role/Title: Owner; Investment Related; 4 hours per month; 4 hours per month during securities trading hours: DBA Retirement Solutions, LLC dba Retirement Solutions] [MLZ, LLP; purchase of an undeveloped commercial lot; 2619 St. John's Ave, Ste A, Billings, MT 59102; Start Date: 09/2005; Role/Title: Partner; Investment related; 1 hour per month] [Business Center @ 32nd Owners Association dba Professional Center @ 32nd; President of condo association for maintenance of property; 176 S 32nd St W, Ste 3, Billings, MT 59102; Start Date: 01/2008; Role/Title: Officer; Not investment related] [Anthony D. Miller Consulting Group, LLC; Business and personal management consulting; 176 S 32nd St W, Ste 3, Billings, MT 59102; Start Date: 05/2005; Role/Title: Owner; Investment related; 20 hours per month; 20 hours per month during securities trading hours] [Action Recreational Properties, LLC; Real estate management; 176 S 32nd St W, Ste 3, Billings, MT 59102; Start Date: 04/2012; Role/Title: Partner; Investment related] [LoneTree Industrial Park Owners Association; Condo association for small industrial park; 6875 King Ave W. Billings, MT 59106; Start Date 01/2016; Role/Title: Officer; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Rental Property; Residential rental condominium unit; 550 S. 400 E, #3312, Salt Lake City, UT 84111; 4502 Hi Line Drive, Billings, MT 59106; Start Date 04/2018; Role/Title: Owner; Not Investment Related; 0.5 hours per month; 0 hours per month during securities trading hours] [Life After Deconstruction; Podcaster - Public Speaker - Author. Life After Deconstruction Podcast, YouTube channel, TikTok channel, and blog.; 4502 Hi Line Drive, Billings, MT 59106; Start Date 09/2022; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours][Planman 4x4, LLC; Motorized off road use related business.; 6785 King Avenue West, Unit C2, Billings, MT 59106; Start Date 12/2015; Role/Title: Owner; Not Investment Related; 10 hours per month; 1 hours per month during securities trading hours; Owner, editor, videographer, tour guide, installer, product designer and tester, educator]
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Drake Miller's 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®
CFP®
Start date: 1998
Experience
Current
February 10, 1998 - Present
EAGLE STRATEGIES LLC
Office #2: 176 South 32nd Street West Suite 1, Billings, MT 59102RIA
CRD#: 110826
MESQUITE, NV
Current
July 25, 1996 - Present
NYLIFE SECURITIES LLC
Office #1: 176 South 32nd Street West Suite 1, Billings, MT 59102BD
CRD#: 5167
BILLINGS, MT
Past
February 21, 1995 - June 26, 1996
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
June 22, 1993 - August 29, 1994
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
March 22, 1993 - February 1, 1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
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".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(3/18/1999)
RR
Arizona(5/21/1998)
RR
Arkansas(12/1/2022)
RR
California(5/4/1999)
RR
Colorado(1/15/2002)
RR
Florida(2/19/2021)
RR
Hawaii(2/13/2020)
RR
Idaho(1/3/2003)
RR
Iowa(7/18/2025)
RR
Massachusetts(8/13/2019)
RR
Montana(8/1/1996)
RR
Nevada(2/23/2018)
IAR
Nevada(9/30/2025)
RR
New York(1/2/2025)
RR
North Carolina(1/7/2025)
RR
Oregon(2/4/2003)
RR
Texas(3/22/2018)
IAR
Texas(8/17/2018)
RR
Utah(10/22/1997)
RR
Virginia(5/26/2006)
RR
Washington(7/20/2001)
RR
Wisconsin(2/23/2016)
RR
Wyoming(5/22/1998)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
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.
