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CM

Collin J. Miller

SYSTELLIGENCE
Bloomington, MN 55435
Some features on this profile are disabled
CRD#: 6635761
CM

Professional summary

Collin John Miller, who also goes by Collin Miller, is a registered financial advisor currently at SYSTELLIGENCE, LLC located in Bloomington, Minnesota.

Collin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Collin has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Collin 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.
President of E-Valuator Software, developer of investment analytical software. the address of the business is the same as the office located at address for this filing. the association with this business started in 2013. the time spent is approximately 50% of hours available in a month. Oversee development of business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Collin John Miller's 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 12, 2017 - Present

SYSTELLIGENCE, LLC

Office #1: 7760 France Avenue South Suite 925, Bloomington, MN 55435
RIA
CRD#: 283582
Bloomington, MN

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".
SL
SYSTELLIGENCE, LLC
SYSTELLIGENCE, LLC

CRD#: 283582 / SEC#: 801-107695

RIA
Registered Investment Advisory firm - (5/10/2016 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
Minnesota
(1/12/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/12/2017
Uniform Investment Adviser Law Examination

Current Firm

SL
SYSTELLIGENCE, LLC
SYSTELLIGENCE, LLC

CRD#: 283582 / SEC#: 801-107695

RIA
Registered Investment Advisory firm - (5/10/2016 Approved)
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Contact information

Main Address
7760 France Avenue South Suite 925, Bloomington, MN 55435
Mailing Address
Phone number
(855) 621-9877
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts6
AUM (Assets Under Management)$ 711,740,105

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.

Company Information

SYSTELLIGENCE, LLC

CRD#: 283582Bloomington, MN 55435

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