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Donavan Nathaniel Miller

Donavan Nathaniel Miller

CFP®
CETERA INVESTMENT ADVISERS
EUGENE, OR
·CRD# 7300646·6 years experience

Professional Summary

Donavan Nathaniel Miller, CFP®, who also goes by Donavan N Miller, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Eugene, Oregon and CETERA WEALTH SERVICES, LLC located in Eugene, Oregon. Donavan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Donavan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Donavan N Miller

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Credentials

CFP®
Certified Financial PlannerSince 2023

Years of Experience

6 years in the financial services industry

Current & Past Employments

CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
260 Country Club Rd. Ste 100, Eugene, OR 97401
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
1. 260 Country Club Rd. Ste 100, Eugene, OR 974012. 6723 Ne Bennett St. Ste. 220, Hillsboro, OR 97124
September 5, 2025 - Present
AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Eugene, OR
February 8, 2022 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Hillsboro, OR
January 28, 2022 - September 5, 2025
EDWARD JONES·CRD# 250
RIA
Portland, OR
December 14, 2020 - January 20, 2022
EDWARD JONES·CRD# 250
BD
Portland, OR
November 20, 2020 - January 20, 2022

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Current Firm

CI
CETERA INVESTMENT ADVISERS LLC

CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - SEC (1/13/1984 Approved)

Contact Information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Phone Number

(310) 257-7880

# of Employees

10,251

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

813,961

AUM (Assets Under Management)

$256,813,748,739

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2026Cover PageReport
10/27/2025Cover PageReport
12/13/2024Cover PageReport
09/26/2023Cover PageReport

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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) US SOCCER REFEREE POSITION: Referee NATURE: I will be refereeing adult, youth, and high-school aged children's soccer matches on the weekend. I have not started this activity yet and am anticipating starting on 3/1/22. INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 7 START DATE: 03/01/2023 ADDRESS: PO BOX 230109, Tigard OR 97281, United States DESCRIPTION: Officiate soccer matches, record score, report score to various leagues. 2)JONES & ROTH FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: Provide advisor services to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 02/01/2022 ADDRESS: 260 Country Club Rd., Suite 100, Eugene OR 97401, United States DESCRIPTION: I advise clients on their finances through Jones & Roth Financial Advisors LLC, and partnered with Avantax.

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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".
CI
CETERA INVESTMENT ADVISERS LLC

CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - SEC (1/13/1984 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(9/5/2025)
RR
California
(9/5/2025)
RR
Florida
(9/5/2025)
RR
Georgia
(9/5/2025)
RR
Hawaii
(9/5/2025)
RR
Nevada
(9/18/2025)
RR
Ohio
(12/4/2025)
RR
Oregon
(9/5/2025)
IAR
Oregon
(9/5/2025)
RR
Texas
(9/5/2025)
IAR
Texas
(9/5/2025)
RR
Washington
(9/5/2025)
RR
Wisconsin
(9/5/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2020About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2020About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Donavan Nathaniel Miller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Donavan Nathaniel Miller
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