Edward A. Terrill

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CRD#: 6288453

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edward Alan Terrill, who also goes by Ed Terrill, was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 2014. Edward had worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Aliases

Ed Terrill

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 1, 2022 - March 8, 2024

MILLER GLOBAL INVESTMENTS, L.L.C.

RIA

CRD#: 114683

DALLAS, TX

Past

October 22, 2015 - August 13, 2018

ARVEST WEALTH MANAGEMENT

RIA

CRD#: 42057

LOWELL, AR

Past

February 13, 2014 - May 28, 2014

DELTAROCK MANAGEMENT, LLC

RIA

CRD#: 159791

PLANO, TX

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".

MILLER GLOBAL INVESTMENTS, L.L.C.

MILLER GLOBAL INVESTMENTS, L.L.C. | MILLER GLOBAL MANAGEMENT, L.P.

CRD#: 114683 / SEC#: 801-113438

RIA

Registered Investment Advisory firm - (6/14/2018 Approved)

Texas

Registered Investment Advisory firm - (7/6/2018 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.

Visual representation of state registrations

This advisor is not registered in any state.

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

Current Firm

MILLER GLOBAL INVESTMENTS, L.L.C.

MILLER GLOBAL INVESTMENTS, L.L.C. | MILLER GLOBAL MANAGEMENT, L.P.

CRD#: 114683 / SEC#: 801-113438

RIA

Registered Investment Advisory firm - (6/14/2018 Approved)

Texas

Registered Investment Advisory firm - (7/6/2018 Terminated)

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Contact information

Main Address

5949 Sherry Lane Suite 1050, Dallas, TX 75225

Mailing Address

Phone number

(214) 272-8504

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (4/21/2025)

FORM ADV PART 2B SUPPLEMENT - SCOTT L. MILLER (3/25/2025)

FORM ADV PART 2B SUPPLEMENT - MICHELLE KRICK (3/25/2025)

Regulatory assets under management

Total Number of Accounts	214
AUM (Assets Under Management)	$ 174,443,380

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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Edward A. Terrill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MILLER GLOBAL INVESTMENTS, L.L.C.

ARVEST WEALTH MANAGEMENT

DELTAROCK MANAGEMENT, LLC

Primary Firm SEC Registration

MILLER GLOBAL INVESTMENTS, L.L.C.

State Registrations and Notice Filings

Exams

Current Firm

MILLER GLOBAL INVESTMENTS, L.L.C.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILLER GLOBAL INVESTMENTS, L.L.C.

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