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AM

Arthur C. Miller

ARETE WEALTH MANAGEMENT
Chicago, IL 60607
Some features on this profile are disabled
CRD#: 2689554
AM

Professional summary


Arthur C Miller, who also goes by Art Miller, Arthur Charles Miller, Arthur Miller, is a registered financial professional currently at ARETE WEALTH MANAGEMENT, LLC located in Chicago, Illinois.

Arthur is registered as a RR (Registered Representative) and started their career in finance in 1997. Arthur has worked at 21 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Art Miller | Arthur Charles Miller | Arthur 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) - BD


Click below to view Arthur C Miller'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

September 30, 2024 - Present

ARETE WEALTH MANAGEMENT, LLC

Office #1: 1115 W Fulton Market 3rd Floor, Chicago, IL 60607
BD
CRD#: 44856
Chicago, IL
Past

February 21, 2024 - April 30, 2024

EXCHANGERIGHT SECURITIES, LLC

BD
CRD#: 283430
PASADENA, CA
Past

June 29, 2022 - March 10, 2024

THE M & A GROUP LLC

BD
CRD#: 144909
SARASOTA, FL
Past

October 29, 2020 - December 3, 2021

THE M & A GROUP LLC

BD
CRD#: 144909
SARASOTA, FL
Past

January 4, 2019 - October 7, 2020

JCC CAPITAL MARKETS, LLC

BD
CRD#: 146776
LAGUNA NIGUEL, CA
Past

August 23, 2018 - December 31, 2018

MOLONEY SECURITIES ASSET MANAGEMENT LLC

RIA
CRD#: 282448
Bellmore, NY
Past

August 22, 2018 - December 31, 2018

MOLONEY SECURITIES CO., INC.

BD
CRD#: 38535
MANCHESTER, MO
Past

January 12, 2018 - April 10, 2018

PROVASI CAPITAL PARTNERS LP

BD
CRD#: 119539
DALLAS, TX
Past

May 23, 2017 - December 14, 2017

VANDERBILT SECURITIES, LLC

BD
CRD#: 5953
WOODBURY, NY
Past

September 21, 2016 - April 29, 2017

ORCHARD SECURITIES, LLC

BD
CRD#: 133378
NEW YORK, NY
Past

April 21, 2014 - September 26, 2016

AMERICAN ELM DISTRIBUTION PARTNERS, LLC

BD
CRD#: 153322
PORTSMOUTH, NH
Past

January 30, 2012 - April 14, 2014

TERRA CAPITAL MARKETS LLC

BD
CRD#: 123762
NEW YORK, NY
Past

January 14, 2011 - December 14, 2011

HSBC SECURITIES (USA) INC.

RIA
CRD#: 19585
MASSAPEQUA, NY
Past

January 14, 2011 - December 14, 2011

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
MASSAPEQUA, NY
Past

November 29, 2010 - January 4, 2011

CAPITAL ONE FINANCIAL ADVISORS LLC

RIA
CRD#: 127236
MELVILLE, NY
Past

November 29, 2010 - January 4, 2011

CAPITAL ONE INVESTMENT SERVICES LLC

BD
CRD#: 25658
ATLANTIC BEACH, NY
Past

February 23, 2010 - May 21, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
BETHPAGE, NY
Past

February 23, 2010 - May 21, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
BETHPAGE, NY
Past

January 7, 2009 - February 17, 2010

TD WEALTH MANAGEMENT SERVICES INC.

RIA
CRD#: 6940
MELVILLE, NY
Past

June 24, 2008 - February 17, 2010

TD WEALTH MANAGEMENT SERVICES INC.

BD
CRD#: 6940
MELVILLE, NY
Past

January 22, 2008 - April 22, 2008

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

October 1, 2007 - December 11, 2007

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
ALPHARETTA, GA
Past

September 8, 2006 - July 25, 2007

OLD MUTUAL INVESTMENT PARTNERS

BD
CRD#: 44916
BOSTON, MA
Past

June 21, 1999 - August 22, 2006

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ
Past

September 5, 1997 - July 16, 1999

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Alabama
(9/30/2024)
RR
Connecticut
(9/30/2024)
RR
Delaware
(9/30/2024)
RR
District of Columbia
(9/30/2024)
RR
Florida
(9/30/2024)
RR
Georgia
(9/30/2024)
RR
Indiana
(9/30/2024)
RR
Kentucky
(9/30/2024)
RR
Maine
(9/30/2024)
RR
Maryland
(9/30/2024)
RR
Massachusetts
(9/30/2024)
RR
Michigan
(9/30/2024)
RR
Mississippi
(9/30/2024)
RR
New Hampshire
(9/30/2024)
RR
New Jersey
(9/30/2024)
RR
New York
(9/30/2024)
RR
North Carolina
(9/30/2024)
RR
Ohio
(9/30/2024)
RR
Pennsylvania
(9/30/2024)
RR
Rhode Island
(10/4/2024)
RR
South Carolina
(9/30/2024)
RR
Tennessee
(9/30/2024)
RR
Vermont
(9/30/2024)
RR
Virginia
(9/30/2024)
RR
West Virginia
(9/30/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/15/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AW
ARETE WEALTH MANAGEMENT, LLC
ARETE WEALTH MANAGEMENT, LLC | KEYSTONE SECURITIES, LLC. | KEYSTONE SECURITIES, LLC | KEYSTONE INVESTMENT ADVISORS, LLC

CRD#: 44856 / SEC#: , 8-50854

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Mailing Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Phone number
(312) 940-3684
Established
Illinois since 01/20/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ARETE WEALTH INCDIRECT OWNER
BULLA, CHRISTIAN ALEXANDERMUNICIPAL SECURITIES PRINCIPAL7067640
CHUNG, UNBOCHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER6208569
HOCK, DAVID CARLCHIEF FINANCIAL OFFICER / FINANCIAL & OPERATIONS PRINCIPAL (FINOP)2246268
RAYNER, MICAH HARDINGREGISTERED OPTIONS PRINCIPAL6252596
ROGERS, JOSHUA DEANCHIEF EXECUTIVE OFFICER3163818

Disclosures


Regulatory Event2
Civil Event1
Arbitration3

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.

Company Information


ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856Chicago, IL 60607

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