Brent J. Miller

BENEFIT FINANCIAL SERVICES GROUP

PHOENIX, AZ 85016

Some features on this profile are disabled

CRD#: 6340683

Professional summary

Brent James Miller, who also goes by Brent Miller, is a registered financial advisor currently at BENEFIT FINANCIAL SERVICES GROUP located in Phoenix, Arizona.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brent has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brent 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.

GRADIENT ANALYTICS, INVESTMENT-RELATED, SUBSIDIARY RESEARCH FIRM, START DATE 7/1/2015, APPROXIMATELY 85% OF TIME, OVERSEES AND MANAGES OPERATIONS. GRADIENT ANALYTICS OFFICE LOCATED: 1) SCOTTSDALE, AZ (END DATE 12/1/2018), 2) PHOENIX, AZ (START DATE 12/1/2018)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent James Miller'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

February 7, 2024 - Present

BENEFIT FINANCIAL SERVICES GROUP

Office #1: 1643 E. Bethany Home Road, Phoenix, AZ 85016

RIA

CRD#: 143617

PHOENIX, AZ

Past

October 21, 2020 - March 15, 2024

SABRIENT SYSTEMS, LLC

RIA

CRD#: 171096

PHOENIX, AZ

Past

February 28, 2017 - December 31, 2019

SABRIENT SYSTEMS, LLC

RIA

CRD#: 171096

SCOTTSDALE, AZ

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".

BENEFIT FINANCIAL SERVICES GROUP

CRD#: 143617 / SEC#: 801-67796

RIA

Registered Investment Advisory firm - (4/17/2007 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.

Highlighted states indicate IAR registrations

IAR

Arizona
(2/7/2024)

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

BENEFIT FINANCIAL SERVICES GROUP

CRD#: 143617 / SEC#: 801-67796

RIA

Registered Investment Advisory firm - (4/17/2007 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2040 Main Street Suite 720, Irvine, CA 92614

Mailing Address

Phone number

(949) 955-2552

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

Regulatory assets under management

Total Number of Accounts	855
AUM (Assets Under Management)	$ 1,290,227,768

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.

Similar Advisors

Joseph Di Vito

RBC CAPITAL MARKETS, LLC

IAR

Scottsdale, AZ

Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Tucson, AZ

Timothy Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Scottsdale, AZ

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brent J. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BENEFIT FINANCIAL SERVICES GROUP

SABRIENT SYSTEMS, LLC

SABRIENT SYSTEMS, LLC

Primary Firm SEC Registration

BENEFIT FINANCIAL SERVICES GROUP

State Registrations and Notice Filings

Exams

Current Firm

BENEFIT FINANCIAL SERVICES GROUP

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BENEFIT FINANCIAL SERVICES GROUP

TRUST BUT VERIFY

Similar Advisors