Matthew H. Miller
Professional summary
Matthew Harrison Miller, CFP®, who also goes by Matt Miller, Matthew Miller, Matt Harrison Miller, Mattew Harrison Miller, Matthew H Miller, is a registered financial advisor currently at FOCUS PARTNERS ADVISOR SOLUTIONS, LLC located in Phoenix, Arizona and FORESIDE FINANCIAL SERVICES, LLC located in Clayton, Missouri.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Matthew has worked at 9 firms and has passed the Series 63, Series 66, Series 65, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Harrison Miller's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 14, 2022 - Present
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
February 13, 2023 - Present
FORESIDE FINANCIAL SERVICES, LLC
Office #1: 190 Carondelet Plaza Suite 600, Clayton, MO 63105May 13, 2021 - July 13, 2022
VERSANT CAPITAL MANAGEMENT, INC.
October 20, 2016 - May 8, 2017
ROWLAND CARMICHAEL ADVISORS INC
March 4, 2015 - May 16, 2016
SJS INVESTMENT SERVICES
September 15, 2006 - June 4, 2014
DIMENSIONAL FUND ADVISORS LP
December 12, 2005 - June 4, 2014
DFA SECURITIES LLC
August 11, 2004 - July 26, 2005
MILLER/RUSSELL & ASSOCIATES, INC.
January 1, 2002 - August 25, 2004
MILLER/RUSSELL & ASSOCIATES INC
Primary Firm SEC Registration
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
CRD#: 143319 / SEC#: 801-67641
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/16/2023)
(9/14/2022)
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Exams
Series 7TO
Date: 2/13/2023
General Securities Representative ExaminationFINRA
Current Firm
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
CRD#: 143319 / SEC#: 801-67641
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 78,053 |
| AUM (Assets Under Management) | $ 32,238,330,999 |
Red Flags
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