Miriam Mckenna Whiteley
CFP®Professional Summary
Miriam Mckenna Whiteley, CFP®, who also goes by Miriam Mckenna Bush, Miriam Grace Mckenna, Miriam Grace Whiteley, is a registered financial advisor currently at SAX WEALTH ADVISORS, LLC located in Eugene, Oregon. Miriam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Miriam has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Health Care & Long-Term Care Planning
- Financial Planning
- Estate & Legacy Planning
- Investment Management
Specializations
Other Aliases
Miriam Mckenna Bush, Miriam Grace Mckenna, Miriam Grace Whiteley
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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
CETERA INVESTMENT ADVISERS LLC
Credentials
Years of Experience
10 years in the financial services industry
Current & Past Employments
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
Current Firm
SAX WEALTH ADVISORS, LLC | SMF FINANCIAL ADVISORS, LLC
Contact Information
Main Address
389 Interpace Parkway Suite 3, Parsippany, NJ 07054Phone Number
(973) 859-2199# of Employees
39SEC notice filing (35 States and Territories)
Registered to provide investment advisory services in 35 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,429AUM (Assets Under Management)
$3,596,080,962Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | Cover Page | Report |
| 12/11/2024 | Cover Page | Report |
| 01/23/2024 | Cover Page | Report |
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
Primary Firm SEC Registration
SAX WEALTH ADVISORS, LLC | SMF FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
(4/22/2026)
(3/31/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
CRS (Client Relationship Summary) - RIA
Click below to view Miriam Mckenna Whiteley's CRS (Customer Relationship Summary).
Services Offered by Miriam
- Retirement Planning
- Health Care & Long-Term Care Planning
- Financial Planning
- Estate & Legacy Planning
- Investment Management
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
