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Eric Miller

LIBERTY ONE INVESTMENT MANAGEMENT
Lithia, FL
·CRD# 2324497·33 years experience

Professional Summary

Eric Miller, who also goes by Eric Gustave Miller, is a registered financial advisor currently at LIBERTY ONE INVESTMENT MANAGEMENT located in Lithia, Florida. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Eric has worked at 4 firms and has passed the Series 65, Series 66, Series 63, Series 7, Series 24 and Series 8 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric Gustave Miller

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

33 years in the financial services industry

Current & Past Employments

LIBERTY ONE INVESTMENT MANAGEMENT·CRD# 304290
RIA
Lithia, FL
July 11, 2025 - Present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
RIA
Tampa, FL
April 14, 2005 - December 6, 2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
BD
Tampa, FL
July 23, 2003 - December 6, 2013
TD AMERITRADE, INC.·CRD# 7870
BD
Omaha, NE
February 25, 1994 - April 14, 2003
CHATFIELD DEAN & CO., INC.·CRD# 14714
BD
Greenwood Village, CO
March 16, 1993 - May 21, 1993

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Current Firm

LO
LIBERTY ONE INVESTMENT MANAGEMENT

LIBERTY ONE INVESTMENT MANAGEMENT | LIBERTY ONE INVESTMENT MANAGEMENT, LLC

CRD#: 304290 / SEC#: 801-116826
RIA
Registered Investment Advisory firm - SEC (6/21/2019 Approved)

Contact Information

Main Address

1509 N. Milwaukee Ave., Libertyville, IL 60048

Phone Number

(847) 680-9255

# of Employees

20

SEC notice filing (24 States and Territories)

Registered to provide investment advisory services in 24 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LIBERTY ONE FORM ADV PART 2A BROCHURE (3/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,469

AUM (Assets Under Management)

$1,052,112,840

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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.

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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".
LO
LIBERTY ONE INVESTMENT MANAGEMENT

LIBERTY ONE INVESTMENT MANAGEMENT | LIBERTY ONE INVESTMENT MANAGEMENT, LLC

CRD#: 304290 / SEC#: 801-116826
RIA
Registered Investment Advisory firm - SEC (6/21/2019 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.
IAR
Florida
(7/11/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2025About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Apr 2005About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1993About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Mar 1993About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 2005About the Series 24 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Oct 1996

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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