Miles E. O'neill
Professional summary
Miles Ensign O'neill, who also goes by Miles O'neill, Miles Ensign Oneill, is a registered financial advisor currently at GHP INVESTMENT ADVISORS INC located in Denver, Colorado.
Miles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Miles has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Miles Ensign O'neill's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 12, 2025 - Present
GHP INVESTMENT ADVISORS INC
Office #1: 1290 Broadway, Suite 1100, Denver, CO 80203April 24, 2025 - August 19, 2025
EQUITABLE ADVISORS, LLC
September 18, 2024 - August 19, 2025
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
GHP INVESTMENT ADVISORS INC
CRD#: 107563 / SEC#: 801-49990
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/12/2025)
Exams
Series 7TO
Date: 9/18/2024
General Securities Representative ExaminationCurrent Firm
GHP INVESTMENT ADVISORS INC
CRD#: 107563 / SEC#: 801-49990
Contact information
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,299 |
| AUM (Assets Under Management) | $ 2,723,131,280 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/21/2024 | ||
| 09/26/2023 | ||
| 10/28/2022 |
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.
