Tasha D. Miles

SHARP FINANCIAL

Horsham, PA 19044

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CRD#: 5831261

Professional summary

Tasha Denise Miles, who also goes by Tasha Denise Byer, is a registered financial advisor currently at SHARP FINANCIAL located in Horsham, Pennsylvania and J. ALDEN ASSOCIATES, INC. located in Wayne, Pennsylvania.

Tasha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Tasha has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tasha Denise Byer

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.

1. Sharp Wealth Advisory dba The Sharp Financial Group. Investment Related. 100 Tournament Drive, Suite 310, Horsham PA 19044. RIA. Wealth Financial Advisor. Start 12/2019. 150 hours per week, 130 during trading. Client relationship management, wealth planning and account service. 2. Tasha Miles, Real Estate Agent-Not investment related-417 Whittier Dr, Feasterville, PA 19053-Real Estate-Independent Agent-8/1/2018-10 hrs/mth-0 during trading hrs-Assist buyers and sellers in residential and commercial real estate transactions. 3. Life Insurance Licensed - PKS - Non Investment Related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tasha Denise Miles'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

January 7, 2019 - Present

SHARP FINANCIAL

Office #1: 100 Tournament Drive Suite 310, Horsham, PA 19044

RIA

CRD#: 289325

Horsham, PA

Current

July 20, 2022 - Present

J. ALDEN ASSOCIATES, INC.

Office #1: 37 West Ave Suite 301, Wayne, PA 19087

CRD#: 40002

Wayne, PA

Past

November 15, 2017 - March 25, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Horsham, PA

Past

March 29, 2013 - November 14, 2017

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

HORSHAM, PA

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".

SHARP FINANCIAL

SHARP FINANCIAL | THE SHARP FINANCIAL GROUP | SHARP WEALTH ADVISORY, LLC | SHARP FINANCIAL SERVICES, LLC | SHARP FINANCIAL GROUP

CRD#: 289325 / SEC#: 801-111775

RIA

Registered Investment Advisory firm - (10/3/2017 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.

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

IAR

Pennsylvania
(1/7/2019)

Pennsylvania
(7/20/2022)

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

State Security Law Exam

IAR

Series 65

Date: 12/27/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/15/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/28/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SHARP FINANCIAL

SHARP FINANCIAL | THE SHARP FINANCIAL GROUP | SHARP WEALTH ADVISORY, LLC | SHARP FINANCIAL SERVICES, LLC | SHARP FINANCIAL GROUP

CRD#: 289325 / SEC#: 801-111775

RIA

Registered Investment Advisory firm - (10/3/2017 Approved)

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Contact information

Main Address

100 Tournament Drive Suite 310, Horsham, PA 19044

Mailing Address

Phone number

(215) 659-2130

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SHARP FINANCIAL SERVICES DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, WRAP FEE BROCHURE AND PRIVACY POLICY (3/18/2025)

Regulatory assets under management

Total Number of Accounts	430
AUM (Assets Under Management)	$ 391,897,821

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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Firm Stability Insights

Tasha D. Miles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tasha Denise Miles's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. ALDEN ASSOCIATES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

SHARP FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/2018

Series 63

Date: 4/15/2013

SIE

Date: 10/1/2018

Series 7

Date: 3/28/2013

FINRA

Current Firm

SHARP FINANCIAL

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHARP FINANCIAL

TRUST BUT VERIFY

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