Matthew E. Miller

OXINAS PARTNERS WEALTH MANAGEMENT

LOUISVILLE, KY 40207

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CRD#: 6958567

Professional summary

Matthew Edward Miller, who also goes by Matthew E. Miller, is a registered financial advisor currently at OXINAS PARTNERS WEALTH MANAGEMENT located in Louisville, Kentucky.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew E. 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.

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Mr. Miller is dually registered as an investment advisor representative of Oxinas Partners, LLC ("Oxinas Partners") and as a registered representative of M.S. Howells & Co. ("M.S. Howells") since 10/2025. Business is conducted from 4175 Westport Rd., Suite 100, Louisville, KY, 40207. Approximately 90% of Mr. Miller's time is spent for time as an investment advisor representative of Oxinas Partners, with the balance as a registered representative of M.S. Howells.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edward 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

October 10, 2025 - Present

OXINAS PARTNERS WEALTH MANAGEMENT

Office #1: 4175 Westport Rd. Suite 100, Louisville, KY 40207

RIA

CRD#: 297462

LOUISVILLE, KY

Past

August 23, 2023 - September 30, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Louisville, KY

Past

May 19, 2023 - September 30, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Louisville, KY

Past

July 2, 2018 - February 1, 2023

ADP BROKER-DEALER, INC.

CRD#: 37693

ROSELAND, NJ

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".

OXINAS PARTNERS WEALTH MANAGEMENT

OXINAS PARTNERS WEALTH MANAGEMENT | SDG ASSET MANAGEMENT GROUP | OXINAS PARTNERS, LLC | OXINAS PARTNERS WEALTH MANAGEMENT LLC

CRD#: 297462 / SEC#: 801-113877

RIA

Registered Investment Advisory firm - (8/22/2018 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

Kentucky
(10/10/2025)

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: 8/22/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/18/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/26/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/2/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OXINAS PARTNERS WEALTH MANAGEMENT

OXINAS PARTNERS WEALTH MANAGEMENT | SDG ASSET MANAGEMENT GROUP | OXINAS PARTNERS, LLC | OXINAS PARTNERS WEALTH MANAGEMENT LLC

CRD#: 297462 / SEC#: 801-113877

RIA

Registered Investment Advisory firm - (8/22/2018 Approved)

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Contact information

Main Address

607 North Shore Drive Suite 101, Jeffersonville, IN 47130

Mailing Address

Phone number

(812) 725-8649

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OXINAS PARTNERS WEALTH MANAGEMENT DISCLOSURE BROCHURE AND PRIVACY POLICY (2/18/2025)

Regulatory assets under management

Total Number of Accounts	1,706
AUM (Assets Under Management)	$ 344,596,274

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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Advisor Monitoring

Firm Stability Insights

Matthew E. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edward Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

ADP BROKER-DEALER, INC.

Primary Firm SEC Registration

OXINAS PARTNERS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/22/2023

Series 63

Date: 7/18/2018

Series 7TO

Date: 5/26/2023

SIE

Date: 10/1/2018

Series 6

Date: 7/2/2018

Current Firm

OXINAS PARTNERS WEALTH MANAGEMENT

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OXINAS PARTNERS WEALTH MANAGEMENT

TRUST BUT VERIFY

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