Davied M. Miller

CREATIVEONE WEALTH

Pembroke Pines, FL 33028

Some features on this profile are disabled

CRD#: 7116608

Professional summary

Davied M. Miller, who also goes by Davied Miller, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Pembroke Pines, Florida.

Davied is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Davied has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Davied 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.) Durhamloyal Wealth Management; investment related; 2250 NW 136th Ave Suite 105 Pembroke Pines, FL 33028; Insurance business mostly annuities; Advisor; 06/2026; 175 hrs/mo; 104 hrs/mo; Sell insurance products mostly annuities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Davied M. 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

August 25, 2026 - Present

CREATIVEONE WEALTH, LLC

Office #1: 2250 Nw 136th Ave, Pembroke Pines, FL 33028

RIA

CRD#: 281213

Pembroke Pines, FL

Past

March 31, 2025 - May 1, 2026

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

DEERFIELD BEACH, FL

Past

June 21, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

DEERFIELD BEACH, FL

Past

July 20, 2021 - May 1, 2026

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

Past

July 13, 2019 - April 7, 2020

DAVID LERNER ASSOCIATES, INC.

CRD#: 5397

BOCA RATON, FL

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".

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 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

Florida
(8/25/2026)

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

State Security Law Exam

IAR

Series 66

Date: 6/7/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/29/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/13/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/6/2019

Securities Industry Essentials Examination

Current Firm

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

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

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

Contact information

Main Address

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211

Mailing Address

Phone number

(913) 402-7897

Established

Firm type

Fiscal year end

# of Employees

217

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREATIVEONE WEALTH ADV PART 2A 03.31.2025 (4/15/2025)

Regulatory assets under management

Total Number of Accounts	29,437
AUM (Assets Under Management)	$ 4,828,907,475

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

Marshall Rosen

OSAIC WEALTH, INC.

IAR

FORT LAUDERDALE, FL

Victoria Ricker

DAYMARK WEALTH PARTNERS, LLC

IAR

FORT LAUDERDALE, FL

John Fricker

EQUITABLE ADVISORS, LLC

IAR

FT. LAUDERDALE, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Davied M. Miller

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Davied M. Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

DAVID LERNER ASSOCIATES, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/7/2023

Series 63

Date: 7/29/2019

Series 7TO

Date: 7/13/2019

SIE

Date: 6/6/2019

Current Firm

CREATIVEONE WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREATIVEONE WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors