AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DM

Deana M. Miller

VALIC FINANCIAL ADVISORS
Melbourne, FL
Some features on this profile are disabled
CRD#: 5050949
DM

Professional summary


Deana Marie Miller, who also goes by Deana Marie Fish, Deana Marie Gabinetti, Deana Miller, Deana M Miller, is a registered financial advisor currently at VALIC FINANCIAL ADVISORS, INC. located in Melbourne, Florida.

Deana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Deana has worked at 14 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Deana Marie Fish | Deana Marie Gabinetti | Deana Miller | Deana M Miller

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.
AGIA POSITION: Agent NATURE: Non securities insurance product INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/07/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: appointed as agent to sell non securities insurance products for AGIA TITUS 2711 POSITION: owner operator NATURE: Rental Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/14/2025 ADDRESS: 952 Brumpton Place, Rockledge FL 32955, United States DESCRIPTION: Research properties, raise capital for purchase, value improvement, sell properties.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Deana Marie Miller's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Deana Marie Miller's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 30, 2025 - Present

VALIC FINANCIAL ADVISORS, INC.

RIA
BD
CRD#: 42803
Melbourne, FL
Current

July 9, 2025 - Present

VALIC FINANCIAL ADVISORS, INC.

Office #1: 1800 North Military Trail Suite 340, Boca Raton, FL 33431
RIA
BD
CRD#: 42803
Boca Raton, FL
Past

October 26, 2023 - June 10, 2025

SOUND INCOME STRATEGIES, LLC

RIA
CRD#: 173272
Melbourne, FL
Past

September 11, 2023 - October 16, 2023

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Melbourne, FL
Past

September 8, 2023 - October 16, 2023

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Melbourne, FL
Past

July 13, 2018 - August 7, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
FAIRLAWN, OH
Past

June 19, 2018 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
FAIRLAWN, OH
Past

June 13, 2018 - August 1, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
FAIRLAWN, OH
Past

April 15, 2015 - May 21, 2018

PNC CAPITAL ADVISORS LLC

RIA
CRD#: 151829
CLEVELAND, OH
Past

March 27, 2015 - May 22, 2018

FORESIDE DISTRIBUTION SOLUTIONS, LLC

BD
CRD#: 118787
CLEVELAND, OH
Past

March 28, 2013 - February 26, 2015

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
CHAGRIN FALLS, OH
Past

March 28, 2013 - February 26, 2015

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
CHAGRIN FALLS, OH
Past

October 26, 2012 - February 8, 2013

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
MAYFIELD HEIGHTS, OH
Past

October 25, 2012 - February 8, 2013

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
MAYFIELD HEIGHTS, OH
Past

June 10, 2011 - April 23, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
MAYFIELD HEIGHTS, OH
Past

June 7, 2011 - April 23, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
MAYFIELD HEIGHTS, OH
Past

November 16, 2009 - May 25, 2011

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
MAYFIELD HEIGHTS, OH
Past

November 13, 2009 - May 25, 2011

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
MAYFIELD HEIGHTS, OH
Past

June 4, 2007 - November 4, 2009

KEY INVESTMENT SERVICES LLC

RIA
CRD#: 136300
WILLOUGHBY, OH
Past

June 1, 2007 - November 4, 2009

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
WILLOUGHBY, OH
Past

January 3, 2006 - April 16, 2007

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
MELBOURNE, FL
Past

December 13, 2005 - April 16, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
MELBOURNE, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VF
VALIC FINANCIAL ADVISORS, INC.
AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES

CRD#: 42803 / SEC#: 801-54952, 8-50018

RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/9/2025)
IAR
Florida
(7/30/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/23/2005
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


VF
VALIC FINANCIAL ADVISORS, INC.
AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES

CRD#: 42803 / SEC#: 801-54952, 8-50018

RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
2919 Allen Parkway L3-20, Houston, TX 77019
Mailing Address
2919 Allen Parkway L3-20, Houston, TX 77019-2158
Phone number
(866) 544-4968
Established
Texas since 11/18/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
1,633

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE FOR THE GUIDED PORTFOLIO SERVICES PROGRAM- VC23988 (9/8/2025)

Direct owners and executive officers


NamePositionCRD#
THE VARIABLE ANNUITY LIFE INSURANCE COMPANYDIRECT OWNER
BURNETTE, CYNTHIA LEACHIEF FINANCIAL OFFICER AND TREASURER1863103
FORTEY, MICHAELVFA CHIEF COMPLIANCE OFFICER BROKER DEALER2304969
GIBSON, KRISTA DE LOISPRESIDENT; SVP, HEAD OF PRODUCT & ADVISORY SERVICES2348708
JOE, CHRISTOPHER CHUCKVFA CHIEF COMPLIANCE OFFICER INVESTMENT ADVISOR2373056
LOGAN, JOHN ALBERTCHIEF OPERATIONS OFFICER4378887
MARCIEL-CARR, THERESA HVICE PRESIDENT, FIELD SUPERVISION5428259
NORRIS, JOHN ERIKSECRETARY8188573
RINK, VERONICA LYNETTEVICE PRESIDENT, BUSINESS ADMINISTRATION4724432

Regulatory assets under management


Total Number of Accounts293,993
AUM (Assets Under Management)$ 26,372,603,709

Disclosures


Regulatory Event17
Arbitration3

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025
Cover Page
01/27/2025
04/29/2024
04/28/2023

Red Flags


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.

Company Information


VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803Melbourne, FL

TRUST BUT VERIFY

Monitor Deana Miller

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.