TM
Ted Miller
HARVEST INVESTMENT SERVICES
Arlington, TX
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CRD#: 7542500
TM
Professional summary
Ted Miller is a registered financial advisor currently at HARVEST INVESTMENT SERVICES, LLC located in Arlington, Texas.
Ted is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ted 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.
CRS (Client Relationship Summary) - RIA
Click below to view Ted 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®
NoneExperience
Current
November 19, 2025 - Present
HARVEST INVESTMENT SERVICES, LLC
RIA
CRD#: 159390
Arlington, TX
Past
October 30, 2025 - November 12, 2025
THE FIDUCIARY ALLIANCE
RIA
CRD#: 284924
ARLINGTON, TX
Past
June 9, 2022 - April 25, 2025
SIMPLICITY WEALTH
RIA
CRD#: 300572
Arlington, TX
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".
HI
HARVEST INVESTMENT SERVICES, LLC
COMPREHENSIVE FINANCIAL PLANNING SERVICES | PYLE FINANCIAL SERVICES, INC | PROGRESSIVE FINANCIAL PLANNING SERVICES, INC. | HARVEST INVESTMENT SERVICES, LLC | HARVEST INVESTMENT SERVICES, INC. | HARRISON FINANCIAL GROUP, INC. | HARRISON FINANCIAL GROUP, INC | DOUBLE W FINANCIAL GROUP, INC. | COPELIN FINANCIAL ADVISORS
CRD#: 159390 / SEC#: 801-79232
RIA
Registered Investment Advisory firm - (2/24/2014 Approved)Arizona
Registered Investment Advisory firm - (3/21/2014 Terminated)California
Registered Investment Advisory firm - (4/20/2014 Terminated)Illinois
Registered Investment Advisory firm - (2/24/2014 Terminated)Louisiana
Registered Investment Advisory firm - (3/28/2014 Terminated)Michigan
Registered Investment Advisory firm - (3/21/2014 Terminated)Texas
Registered Investment Advisory firm - (3/21/2014 Terminated)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
Texas(11/19/2025)
Current Firm
HI
HARVEST INVESTMENT SERVICES, LLC
COMPREHENSIVE FINANCIAL PLANNING SERVICES | PYLE FINANCIAL SERVICES, INC | PROGRESSIVE FINANCIAL PLANNING SERVICES, INC. | HARVEST INVESTMENT SERVICES, LLC | HARVEST INVESTMENT SERVICES, INC. | HARRISON FINANCIAL GROUP, INC. | HARRISON FINANCIAL GROUP, INC | DOUBLE W FINANCIAL GROUP, INC. | COPELIN FINANCIAL ADVISORS
CRD#: 159390 / SEC#: 801-79232
RIA
Registered Investment Advisory firm - (2/24/2014 Approved)Arizona
Registered Investment Advisory firm - (3/21/2014 Terminated)California
Registered Investment Advisory firm - (4/20/2014 Terminated)Illinois
Registered Investment Advisory firm - (2/24/2014 Terminated)Louisiana
Registered Investment Advisory firm - (3/28/2014 Terminated)Michigan
Registered Investment Advisory firm - (3/21/2014 Terminated)Texas
Registered Investment Advisory firm - (3/21/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285
Mailing Address
Phone number
(630) 613-9230
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,335 |
| AUM (Assets Under Management) | $ 534,204,368 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
