Donald J. Miller

MADISON INVESTMENT ADVISORS

SCOTTSDALE, AZ 85258

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CRD#: 2377358

Professional summary

Donald Joseph Miller JR, who also goes by Don Miller Jr, Donald Miller, is a registered financial advisor currently at MADISON INVESTMENT ADVISORS, LLC located in Scottsdale, Arizona.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Donald has worked at 1 firm and has passed the Series 65 and Series 63 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Miller Jr | Donald 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) - RIA

Click below to view Donald Joseph Miller JR'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

January 16, 2015 - Present

MADISON INVESTMENT ADVISORS, LLC

Office #1: 8777 N Gainey Center Drive Suite 220, Scottsdale, AZ 85258

RIA

CRD#: 110297

SCOTTSDALE, AZ

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".

MADISON INVESTMENT ADVISORS, LLC

MADISON INVESTMENT ADVISORS, LLC | MOSAIC FUNDS | MADISON SCOTTSDALE | MADISON MOSAIC LLC | MADISON MOSAIC FUNDS

CRD#: 110297 / SEC#: 801-52751

RIA

Registered Investment Advisory firm - (8/29/1996 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

Arizona
(4/8/2015)

IAR

Wisconsin
(1/16/2015)

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: 7/7/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/7/1993

Uniform Securities Agent State Law Examination

Current Firm

MADISON INVESTMENT ADVISORS, LLC

MADISON INVESTMENT ADVISORS, LLC | MOSAIC FUNDS | MADISON SCOTTSDALE | MADISON MOSAIC LLC | MADISON MOSAIC FUNDS

CRD#: 110297 / SEC#: 801-52751

RIA

Registered Investment Advisory firm - (8/29/1996 Approved)

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Contact information

Main Address

550 Science Drive, Madison, WI 53711

Mailing Address

Phone number

(608) 274-0300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MIA MAS DISCLOSURE BROCHURE WITH SMC (3/28/2025)

MIA GENERAL DISCLOSURE BROCHURE WITH SMC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	15,949
AUM (Assets Under Management)	$ 13,346,155,459

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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Donald J. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Joseph Miller JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON INVESTMENT ADVISORS, LLC

Primary Firm SEC Registration

MADISON INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/7/1993

Series 63

Date: 7/7/1993

Current Firm

MADISON INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MADISON INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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