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RIA / WealthAdvisor30 years in industry

STEVEN JEFFREY MILLER

Advisor at TREBUCHET CONSULTING, LLC

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:1d708b3a-95b7-8e97-d7f4-95a2f00a0578

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 10, 1999 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TREBUCHET CONSULTING, LLC
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: Aug 1, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Aug 1, 1996
First registration: May 10, 1999
Dual registered: no
Other names: STEVEN J MILLER
IAPD individual key: 2616349

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TREBUCHET CONSULTING, LLC	Independent wealth	Apr 26, 2013	n/a	yes	PITTSBURGH, PA	Current employment
BILL FEW ASSOCIATES, INC.	Independent wealth	Aug 4, 2008	May 1, 2013	no	SEWICKLEY, PA	Previous registration
DELOITTE INVESTMENT ADVISORS LLC	n/a	May 2, 2007	Aug 4, 2008	no	CINCINNATI, OH	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	May 10, 1999	Apr 16, 2007	no	CANONSBURG, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BILL FEW ASSOCIATES, INC.	TREBUCHET CONSULTING, LLC	May 1, 2013	Apr 26, 2013	-5	Firm change	Other
DELOITTE INVESTMENT ADVISORS LLC	BILL FEW ASSOCIATES, INC.	Aug 4, 2008	Aug 4, 2008	0	Firm change	Other
GOLDMAN SACHS WEALTH SERVICES, L.P.	DELOITTE INVESTMENT ADVISORS LLC	Apr 16, 2007	May 2, 2007	16	Firm change	Other

Relationships

Registered with (4)

→ TREBUCHET CONSULTING, LLCRegistered adviserregistration: current employment
Apr 26, 2013 to presentfactForm ADV
→ BILL FEW ASSOCIATES, INC.Registered adviserregistration: previous registration
Aug 4, 2008 to May 1, 2013factForm ADV
→ DELOITTE INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
May 2, 2007 to Aug 4, 2008factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
May 10, 1999 to Apr 16, 2007factForm ADV

Dated events

No dated event names this entity yet.