Michael Ryan Miller
Professional Summary
Michael Ryan Miller is a registered financial advisor currently at MILLERS FINANCIAL GROUP, LLC located in Lancaster, Pennsylvania and FORTUNE FINANCIAL SERIVCES, LLC located in Lancaster, Pennsylvania. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Michael has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
MILLERS FINANCIAL GROUP, LLC
Contact Information
Main Address
1801 Fruitville Pike Suite 202, Lancaster, PA 17601Phone Number
(717) 509-7154# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
77AUM (Assets Under Management)
$17,344,230Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/18/2018)
(2/21/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Ryan Miller's CRS (Customer Relationship Summary).
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