Grayson E. Miller
Professional summary
Grayson Elizabeth Miller, who also goes by Grayson Elizabeth Miller Ms., is a registered financial advisor currently at WATERLOO CAPITAL located in Atlanta, Georgia.
Grayson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Grayson has worked at 4 firms and has passed the Series 66, Series 3, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Grayson Elizabeth Miller's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 27, 2026 - Present
WATERLOO CAPITAL
August 7, 2023 - August 19, 2025
OXFORD FINANCIAL GROUP, LTD
October 1, 2019 - March 29, 2023
GOLDMAN SACHS & CO. LLC
July 17, 2017 - October 1, 2019
UBS FINANCIAL SERVICES INC.
July 25, 2016 - October 1, 2019
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
WATERLOO CAPITAL
CRD#: 133705 / SEC#: 801-63975
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/27/2026)
Exams
Current Firm
WATERLOO CAPITAL
CRD#: 133705 / SEC#: 801-63975
Contact information
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,775 |
| AUM (Assets Under Management) | $ 1,686,618,820 |
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.
