AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
CM

Clint Miller

CRESCENT SECURITIES GROUP
Denver, CO
·CRD# 5511534·13 years experience

Professional Summary

Clint Miller, who also goes by Clinton Leo Miller, Clinton Leo Miller III, is a registered financial advisor currently at CRESCENT SECURITIES GROUP, INC. located in Denver, Colorado. Clint is registered as a RR (Registered Representative) and started their career in finance in 2008. Clint has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 57 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Clinton Leo Miller, Clinton Leo Miller Iii

Blog Corner

Similar Advisors

Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
View profile
Ralph Milburn Jones JR
Ralph Milburn Jones JR

OPPENHEIMER & CO. INC.

DENVER, CO · CRD#
Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Ralph Milburn Jones JR
Ralph Milburn Jones JR

OPPENHEIMER & CO. INC.

DENVER, CO · CRD#
Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
MS
Mark Wayne Surratt

TRANSAMERICA FINANCIAL ADVISORS, LLC

Centennial, CO · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Ralph Milburn Jones JR
Ralph Milburn Jones JR

OPPENHEIMER & CO. INC.

DENVER, CO · CRD#
Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
MS
Mark Wayne Surratt

TRANSAMERICA FINANCIAL ADVISORS, LLC

Centennial, CO · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Ralph Milburn Jones JR
Ralph Milburn Jones JR

OPPENHEIMER & CO. INC.

DENVER, CO · CRD#
Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
MS
Mark Wayne Surratt

TRANSAMERICA FINANCIAL ADVISORS, LLC

Centennial, CO · CRD#

Years of Experience

13 years in the financial services industry

Current & Past Employments

CRESCENT SECURITIES GROUP, INC.·CRD# 114993
BD
4643 S. Ulster St. Ste. 1510, Denver, CO 80237
September 25, 2026 - Present
DALMORE GROUP LLC·CRD# 136352
BD
Denver, CO
November 13, 2025 - February 5, 2026
BRIGHT TRADING, LLC·CRD# 34702
BD
Henderson, NV
August 23, 2016 - December 24, 2018
BRIGHT TRADING, LLC·CRD# 34702
BD
Henderson, NV
April 1, 2008 - October 6, 2011

Similar Advisors

Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Ralph Milburn Jones JR
Ralph Milburn Jones JR

OPPENHEIMER & CO. INC.

DENVER, CO · CRD#
Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
MS
Mark Wayne Surratt

TRANSAMERICA FINANCIAL ADVISORS, LLC

Centennial, CO · CRD#

Current Firm

CS
CRESCENT SECURITIES GROUP, INC.

CRESCENT SECURITIES GROUP, INC.

CRD#: 114993 / SEC#: 8-53457
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

4975 Preston Park Blvd. Suite 820, Plano, TX 75093

Mailing Address

4975 Preston Park Blvd. Suite 820, Plano, TX 75093

Phone Number

(972) 490-0150

Established

Texas since 04/10/2001

Firm Type

Corporation

Fiscal Year End

September

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
D2 EQUITY HOLDINGS, INC.SHAREHOLDER—
DUREN, TRAVIS NICKDIRECTOR/PRESIDENT/SECRETARY/CCO1589445
STERLING, DONALD WILLIAMFINOP—
TRAVIS, RUSSELL WARRENVICE PRESIDENT2759751

Disclosures

Regulatory Event

2

Similar Advisors

Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Ralph Milburn Jones JR
Ralph Milburn Jones JR

OPPENHEIMER & CO. INC.

DENVER, CO · CRD#
Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
MS
Mark Wayne Surratt

TRANSAMERICA FINANCIAL ADVISORS, LLC

Centennial, CO · CRD#

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.

Similar Advisors

Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Ralph Milburn Jones JR
Ralph Milburn Jones JR

OPPENHEIMER & CO. INC.

DENVER, CO · CRD#
Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
MS
Mark Wayne Surratt

TRANSAMERICA FINANCIAL ADVISORS, LLC

Centennial, CO · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(9/25/2026)
RR
Ohio
(9/25/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2025About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2025About the SIE exam

Series 57 — Securities Trader Exam

Passed Aug 2016About the Series 57 exam
FINRA
SRO Registrations

Similar Advisors

Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Ralph Milburn Jones JR
Ralph Milburn Jones JR

OPPENHEIMER & CO. INC.

DENVER, CO · CRD#
Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
MS
Mark Wayne Surratt

TRANSAMERICA FINANCIAL ADVISORS, LLC

Centennial, CO · CRD#

CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

Similar Advisors

Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Ralph Milburn Jones JR
Ralph Milburn Jones JR

OPPENHEIMER & CO. INC.

DENVER, CO · CRD#
Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
MS
Mark Wayne Surratt

TRANSAMERICA FINANCIAL ADVISORS, LLC

Centennial, CO · CRD#
CM
Follow Clint
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required