Danny R. Miller
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Danny Robert Miller, who also goes by Dan Miller, was a registered financial professional .
Danny is a previously registered financial professional and started their career in finance in 1994. Danny had worked at 19 firms and has passed the Series 65, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 20, 2016 - January 14, 2026
VIRTUE CAPITAL MANAGEMENT, LLC
September 5, 2014 - May 17, 2016
HORTER INVESTMENT MANAGEMENT, LLC
May 9, 2014 - September 10, 2014
AVALON INVESTMENT & SECURITIES GROUP, INC.
February 20, 2013 - March 17, 2014
MONEY CONCEPTS CAPITAL CORP
January 23, 2013 - March 17, 2014
MONEY CONCEPTS CAPITAL CORP
August 14, 2009 - November 1, 2012
MONEY CONCEPTS CAPITAL CORP
August 10, 2009 - November 1, 2012
MONEY CONCEPTS CAPITAL CORP
April 4, 2008 - August 14, 2009
CAPITAL FINANCIAL SERVICES, INC.
September 10, 2007 - August 14, 2009
CAPITAL FINANCIAL SERVICES, INC.
May 8, 2007 - September 18, 2007
MSI FINANCIAL SERVICES, INC.
June 6, 2006 - May 18, 2007
CAPITAL FINANCIAL SERVICES, INC.
January 3, 2006 - June 12, 2006
EQUITABLE ADVISORS, LLC
May 17, 2004 - January 4, 2006
KOVACK SECURITIES INC.
October 28, 2003 - June 1, 2004
ALLSTATE FINANCIAL SERVICES, LLC
July 25, 2003 - August 4, 2003
NEWBRIDGE SECURITIES CORPORATION
July 5, 2002 - December 4, 2003
G. A. REPPLE & COMPANY
June 14, 2002 - December 4, 2003
G. A. REPPLE & COMPANY
May 15, 2001 - June 17, 2002
MONEY CONCEPTS CAPITAL CORP
August 2, 2000 - May 14, 2001
TRANSAMERICA FINANCIAL ADVISORS, LLC
February 17, 2000 - August 10, 2000
NATIONAL PLANNING CORPORATION
September 23, 1999 - February 24, 2000
NYLIFE SECURITIES LLC
January 27, 1998 - September 22, 1999
LEGACY FINANCIAL SERVICES, INC.
March 19, 1997 - December 19, 1997
WALNUT STREET SECURITIES, INC.
June 1, 1996 - December 31, 1996
WALNUT STREET SECURITIES, INC.
May 7, 1996 - June 1, 1996
NORTH AMERICAN MANAGEMENT, INC.
June 30, 1995 - December 8, 1995
MCC SECURITIES, INC.
February 11, 1994 - June 5, 1995
HORNOR, TOWNSEND & KENT, LLC
Primary Firm SEC Registration
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
Contact information
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,111 |
| AUM (Assets Under Management) | $ 787,466,707 |
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.
