Alexander J. Boeri

MILLER AVENUE ADVISORS

Mill Valley, CA 94941

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CRD#: 6955760

Professional summary

Alexander Jordan Boeri, CFP® is a registered financial advisor currently at MILLER AVENUE ADVISORS LLC located in Mill Valley, California.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Alexander has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Alexander Jordan Boeri'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

May 5, 2021 - Present

MILLER AVENUE ADVISORS LLC

Office #1: 129 Miller Avenue Suite 824, Mill Valley, CA 94941

RIA

CRD#: 313523

Mill Valley, CA

Past

March 16, 2020 - June 1, 2021

FIDUCIARY FINANCIAL GROUP, LLC

RIA

CRD#: 285681

SAN RAFAEL, CA

Past

February 25, 2019 - January 16, 2020

BRIGHTON JONES LLC

RIA

CRD#: 108601

San Francisco, CA

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 AVENUE ADVISORS LLC

CRD#: 313523 / SEC#: 801-130114

RIA

Registered Investment Advisory firm - (4/25/2024 Approved)

California

Registered Investment Advisory firm - (6/6/2024 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

California
(5/5/2021)

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

IAR

Series 65

Date: 2/25/2019

Uniform Investment Adviser Law Examination

Current Firm

MILLER AVENUE ADVISORS LLC

CRD#: 313523 / SEC#: 801-130114

RIA

Registered Investment Advisory firm - (4/25/2024 Approved)

California

Registered Investment Advisory firm - (6/6/2024 Terminated)

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Contact information

Main Address

129 Miller Avenue Suite 622, Mill Valley, CA 94941

Mailing Address

Phone number

(415) 888-8472

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 MILLER AVENUE ADV 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	402
AUM (Assets Under Management)	$ 186,498,056

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
09/24/2024	Cover Page	Report

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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Alexander J. Boeri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Jordan Boeri's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILLER AVENUE ADVISORS LLC

FIDUCIARY FINANCIAL GROUP, LLC

BRIGHTON JONES LLC

Primary Firm SEC Registration

MILLER AVENUE ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/25/2019

Current Firm

MILLER AVENUE ADVISORS LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MILLER AVENUE ADVISORS LLC

TRUST BUT VERIFY

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