David A. Miller
Professional summary
David Alan Miller, CFP®, who also goes by Dave Miller, is a registered financial advisor currently at BROWN | MILLER WEALTH MANAGEMENT, LLC located in Mclean, Virginia.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. David has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Alan Miller's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
March 3, 2020 - Present
BROWN | MILLER WEALTH MANAGEMENT, LLC
Office #1: 8280 Greensboro Drive Suite 220, Mclean, VA 22102January 1, 2008 - March 9, 2020
WELLS FARGO CLEARING SERVICES, LLC
January 1, 2008 - March 9, 2020
WELLS FARGO CLEARING SERVICES, LLC
September 6, 2002 - January 1, 2008
A. G. EDWARDS & SONS, INC.
June 12, 2002 - January 3, 2008
A. G. EDWARDS & SONS, INC.
April 12, 2002 - June 21, 2002
WORLD GROUP SECURITIES, INC.
February 25, 2002 - April 12, 2002
WMA SECURITIES, INC.
Primary Firm SEC Registration
BROWN | MILLER WEALTH MANAGEMENT, LLC
CRD#: 305742 / SEC#: 801-117810
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/21/2020)
(3/3/2020)
Exams
Current Firm
BROWN | MILLER WEALTH MANAGEMENT, LLC
CRD#: 305742 / SEC#: 801-117810
Contact information
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,557 |
| AUM (Assets Under Management) | $ 827,933,190 |
Red Flags
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