Matthew C. Miller

ARMOR INVESTMENT ADVISORS

RALEIGH, NC 27607

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CRD#: 5378097

Professional summary

Matthew Clark Miller, CFP® is a registered financial advisor currently at ARMOR INVESTMENT ADVISORS, LLC located in Raleigh, North Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Clark 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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

March 13, 2014 - Present

ARMOR INVESTMENT ADVISORS, LLC

Office #1: 4101 Lake Boone Trail Suite 208, Raleigh, NC 27607

RIA

CRD#: 134200

RALEIGH, NC

Past

August 8, 2007 - January 7, 2008

OPUS TRADING FUND LLC

CRD#: 125204

JERICHO, NY

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".

ARMOR INVESTMENT ADVISORS, LLC

CRD#: 134200 / SEC#: 801-63981

RIA

Registered Investment Advisory firm - (2/23/2005 Approved)

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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(3/13/2014)

IAR

Texas
(4/11/2023)

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

State Security Law Exam

IAR

Series 65

Date: 3/13/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/16/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/6/2007

General Securities Representative Examination

Current Firm

ARMOR INVESTMENT ADVISORS, LLC

CRD#: 134200 / SEC#: 801-63981

RIA

Registered Investment Advisory firm - (2/23/2005 Approved)

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Contact information

Main Address

4101 Lake Boone Trail Suite 208, Raleigh, NC 27607

Mailing Address

Phone number

(919) 571-4382

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARMOR FORM ADV PART 2A AND B (3/24/2025)

Regulatory assets under management

Total Number of Accounts	203
AUM (Assets Under Management)	$ 388,582,315

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.

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Matthew C. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Clark Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARMOR INVESTMENT ADVISORS, LLC

OPUS TRADING FUND LLC

Primary Firm SEC Registration

ARMOR INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/13/2014

Series 63

Date: 8/16/2007

Series 7

Date: 8/6/2007

Current Firm

ARMOR INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARMOR INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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