This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

RKL PRIVATE WEALTH

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Sep 24, 2016

First registration

Apr 1, 2019

Dual registered

no

Other names

MICHAEL STEVEN MILLER|MICHAEL STEVEN MILLER

IAPD individual key

6652159

• Occurred

  May 16, 2026
  Advisor changed firm

  Michael Steven Miller left Charles Schwab & Co., Inc. for Rkl Private Wealth (registered 2026-05-12)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1d3b56a2-a27a-5ed7-c08f-66af6b15c8f8

First observed

Apr 1, 2019

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.