Matthew J. Miller

APRIO WEALTH MANAGEMENT

Atlanta, GA 30319

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CRD#: 6221981

Professional summary

Matthew Joseph Miller Jr, who also goes by Matthew Joseph Miller Jr, Matthew Joseph Miller, is a registered financial advisor currently at APRIO WEALTH MANAGEMENT, LLC located in Atlanta, Georgia.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Joseph Miller Jr | Matthew Joseph 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joseph Miller Jr'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 25, 2024 - Present

APRIO WEALTH MANAGEMENT, LLC

Office #1: 2002 Summit Boulevard Suite 120, Atlanta, GA 30319

RIA

CRD#: 127333

Atlanta, GA

Past

August 21, 2020 - December 18, 2023

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

ATLANTA, GA

Past

June 25, 2020 - December 18, 2023

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

ATLANTA, GA

Past

December 14, 2017 - June 25, 2020

ROLLINS FINANCIAL INC

RIA

CRD#: 106896

ATLANTA, GA

Past

April 27, 2015 - May 25, 2017

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

ALPHARETTA, GA

Past

October 10, 2013 - November 14, 2014

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

GREENWOOD VILLAGE, CO

Past

August 16, 2013 - September 27, 2013

NESTWISE LLC

RIA

CRD#: 164466

GREENWOOD VILLAGE, CO

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".

APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA

Registered Investment Advisory firm - (7/9/2004 Approved)

Georgia

Registered Investment Advisory firm - (7/16/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(1/25/2024)

IAR

Texas
(1/21/2026)

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

Series 63

Date: 9/8/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/15/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/21/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/14/2020

Securities Industry Essentials Examination

Current Firm

APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA

Registered Investment Advisory firm - (7/9/2004 Approved)

Georgia

Registered Investment Advisory firm - (7/16/2004 Terminated)

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Contact information

Main Address

2002 Summit Boulevard Suite 120, Atlanta, GA 30319

Mailing Address

Phone number

(404) 892-9651

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APRIO WEALTH MANAGEMENT FORM ADV PART 2A (2/3/2026)

Regulatory assets under management

Total Number of Accounts	2,269
AUM (Assets Under Management)	$ 2,635,136,991

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

Matthew J. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

INVESCO DISTRIBUTORS, INC.

INVESCO ADVISERS, INC.

ROLLINS FINANCIAL INC

MERCER GLOBAL ADVISORS INC.

EMPOWER ADVISORY GROUP, LLC

NESTWISE LLC

Primary Firm SEC Registration

APRIO WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/8/2020

Series 65

Date: 8/15/2013

Series 7TO

Date: 8/21/2020

SIE

Date: 7/14/2020

Current Firm

APRIO WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

APRIO WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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