Joshua M. Miller

SAVINGS COACH

Troy, MI 48084

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CRD#: 7443183

Professional summary

Joshua M Miller, who also goes by Joshua Miller, is a registered financial advisor currently at SAVINGS COACH, LLC located in Troy, Michigan.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Joshua has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua 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.

INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; SAME OFFICE ADDRESS; START: 09/2024; SPENDS 0 HOURS DURING TRADING AND NON-TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua M 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

December 2, 2024 - Present

SAVINGS COACH, LLC

Office #1: 755 W. Big Beaver Rd Suite 101, Troy, MI 48084

RIA

CRD#: 142756

Troy, MI

Past

April 5, 2024 - December 3, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

FARMINGTON HILLS, MI

Past

October 18, 2023 - December 3, 2024

LPL FINANCIAL LLC

CRD#: 6413

FARMINGTON HILLS, MI

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

Michigan
(12/2/2024)

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: 4/4/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/18/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/23/2023

Securities Industry Essentials Examination

Current Firm

SAVINGS COACH, LLC

CRD#: 142756 / SEC#:

Michigan

Registered Investment Advisory firm - (5/4/2011 Approved)

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Contact information

Main Address

755 W. Big Beaver Rd Suite 101, Troy, MI 48084

Mailing Address

Po Box 4971, Troy, MI 48099

Phone number

(248) 246-1580

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	196
AUM (Assets Under Management)	$ 10,696,709

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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Joshua M. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SAVINGS COACH, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/4/2024

Series 7TO

Date: 10/18/2023

SIE

Date: 6/23/2023

Current Firm

SAVINGS COACH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAVINGS COACH, LLC

TRUST BUT VERIFY

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