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MM

Michelle F. Miller

SKYVIEW PINNACLE
APOLLO BEACH, FL
CRD#: 8058304
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MM
Michelle Finnegan MillerSKYVIEW PINNACLE

Professional summary

Michelle Finnegan Miller, who also goes by Michelle Finnegan, Michelle F Miller, Michelle Miller, is a registered financial advisor currently at SKYVIEW PINNACLE located in Apollo Beach, Florida.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Michelle has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Michelle Finnegan | Michelle F Miller | Michelle 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Finnegan 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

September 29, 2025 - Present

SKYVIEW PINNACLE

RIA
CRD#: 338282
APOLLO BEACH, FL

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
(10/1/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/12/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/26/2025
Securities Industry Essentials Examination

Current Firm

SP
SKYVIEW PINNACLE
SKYVIEW PINNACLE | SKYVIEW PINNACLE INVESTMENTS | SKYVIEW PINNACLE INC.

CRD#: 338282 / SEC#: 801-134464

RIA
Registered Investment Advisory firm - (9/29/2025 120-Day Approval)
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Contact information

Main Address
Apollo Beach, FL
Mailing Address
Phone number
(656) 245-3491
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SKYVIEW PINNACLE - ADV PART 2A (12/26/2025)
ADV PART 2B - TUBEROSA (12/26/2025)
ADV PART 2B - MILLER (12/26/2025)
0

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.

Company Information

SKYVIEW PINNACLE

CRD#: 338282Apollo Beach, FL

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