Richard A. Miller
Professional summary
Richard Alan Miller is a registered financial advisor currently at GRAYCHASE WEALTH ADVISORY LLC located in San Antonio, Texas.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Richard has worked at 7 firms and has passed the Series 65, Series 66, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Alan Miller's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 7, 2026 - Present
GRAYCHASE WEALTH ADVISORY LLC
Office #1: 8620 N New Braunfels Ave. Suite 120, San Antonio, TX 78217May 9, 2014 - January 26, 2026
AFFINITY CAPITAL, L.P.
February 6, 2009 - December 31, 2010
SOUTHWEST WEALTH ADVISORS, LLC
February 1, 2008 - January 13, 2010
AFFINITY CAPITAL, L.P.
April 6, 2006 - December 31, 2007
AFFINITY CAPITAL, L.P.
March 2, 2001 - September 8, 2005
MORGAN STANLEY DW INC.
March 2, 2001 - September 8, 2005
MORGAN STANLEY DW INC.
March 2, 1998 - March 15, 2001
RBC CAPITAL MARKETS, LLC
January 2, 1998 - March 2, 1998
DAIN RAUSCHER INCORPORATED
July 15, 1997 - January 2, 1998
RAUSCHER PIERCE REFSNES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/7/2026)
Exams
Current Firm
GRAYCHASE WEALTH ADVISORY LLC
CRD#: 340511 / SEC#:
Contact information
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