AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
CM

Christopher James Miller

ELITEGATE WEALTH
PFLUGERVILLE, TX
·CRD# 3267117·27 years experience

Professional Summary

Christopher James Miller, who also goes by Chris James Miller, Christopher Miller, is a registered financial advisor currently at ELITEGATE WEALTH, LLC located in Pflugerville, Texas. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Christopher has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris James Miller, Christopher Miller

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

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

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

27 years in the financial services industry

Current & Past Employments

ELITEGATE WEALTH, LLC·CRD# 337524
RIA
Pflugerville, TX
November 5, 2025 - Present
VALIC FINANCIAL ADVISORS, INC.·CRD# 42803
RIA
Houston, TX
March 30, 2021 - June 15, 2023
VALIC FINANCIAL ADVISORS, INC.·CRD# 42803
BD
Houston, TX
March 30, 2021 - June 15, 2023
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Austin, TX
January 5, 2012 - April 2, 2021
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Austin, TX
October 23, 2003 - December 31, 2011
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Austin, TX
October 13, 2003 - April 2, 2021
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Westlake, TX
November 2, 1999 - October 30, 2001

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

EW
ELITEGATE WEALTH, LLC

ELITEGATE WEALTH, LLC

CRD#: 337524
Connecticut
Registered Investment Advisory firm - Connecticut (1/15/2026 Approved)
Florida
Registered Investment Advisory firm - Florida (1/8/2026 Approved)
Texas
Registered Investment Advisory firm - Texas (11/5/2025 Approved)

Contact Information

Main Address

Pflugerville, TX

Mailing Address

6900 Balcones Drive #18018, Austin, TX 78731

Phone Number

(512) 457-9590

# of Employees

4

Documents

Latest Form ADV
0

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

1) EliteGate Wealth, LLC; Investment-related; Same address; Insurance sales; Licensed Insurance Agent; Approx. 10% of time during the month. 2) EliteGate Partners, LLC; Investment-related; Same address; Private equity company; Partner; Assist in deal sourcing, venture partner interviews, deal assessments, contract negotiation; Approx. 10% of time during the month. 3) CJM Ashton, LLC; Not investment-related; Same address; Corporate business consulting & social media; Owner; Job-based consulting for organizations requiring expertise and best practices in change management and project management; Approx. 5% of time during the month. 4) Integrity Auto, LLC; Not investment-related; 3333 CR 119, Suite 74, Hutto, TX 78634; Minority Owner; Investor helping the mechanic business purchase needed equipment and expand their market presence; Less than 5% of time during the month.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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
Connecticut
(1/15/2026)
IAR
Florida
(1/8/2026)
IAR
Texas
(11/5/2025)

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 66 — Uniform Combined State Law Examination

Passed Oct 2003About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2000About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 1999About the Series 7 exam

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

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

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
CM
Follow Christopher
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required