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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

Andrew Cassedy Miller

Advisor at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Missouri City, TX | WILLIAMSVILLE, NY

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Search this name across graphsid dfx:ria:b9f4126e-0768-b418-9768-6eeb938b5f52

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Aug 29, 2001 to Sep 15, 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: INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, 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 28, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 10
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 28, 2001
First registration: Aug 29, 2001
Dual registered: yes, broker-dealer
Other names: DREW MILLER|ANDREW CASSEDY MILLER|DREW CASSEDY MILLER|ANDREW CASSEDY MILLER|DREW MILLER|ANDREW C MILLER
IAPD individual key: 4384866

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
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC	Independent wealth	Sep 9, 2022	n/a	yes	WILLIAMSVILLE, NY\|Missouri City, TX	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Mar 29, 2022	Jul 20, 2022	no	HOUSTON, TX	Previous registration
ALPHASOURCE INVESTMENT COUNSEL, INC	Former SEC adviser	Apr 4, 2012	Jul 1, 2013	no	HOUSTON, TX	Previous registration
VISIONARY ASSET MANAGEMENT	Former SEC adviser	Mar 29, 2012	Apr 1, 2019	no	HOUSTON, TX	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Apr 7, 2010	Mar 11, 2022	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
COMERICA SECURITIES	Former SEC adviser	Aug 28, 2007	Apr 1, 2010	no	DALLAS, TX\|HOUSTON, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 17, 2007	Aug 24, 2007	no	SUGAR LAND, TX	Previous registration
USF ADVISORS, LLC	n/a	Mar 29, 2006	Jul 31, 2007	no	HOUSTON, TX	Previous registration
COMERICA SECURITIES	Former SEC adviser	Oct 30, 2002	Mar 10, 2006	no	SUGAR LAND, TX\|SUGARLAND, TX	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Sep 4, 2002	Nov 13, 2002	no	HARRIS, TX	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Aug 29, 2001	Jul 11, 2002	no	HOUSTON, TX	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
AMERIPRISE FINANCIAL SERVICES, LLC	INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC	Jul 20, 2022	Sep 9, 2022	51	Firm change	Ibd to RIA
NEXT FINANCIAL GROUP, INC.	VISIONARY ASSET MANAGEMENT	Mar 11, 2022	Mar 29, 2012	-3,634	Firm change after gap	Other
VISIONARY ASSET MANAGEMENT	ALPHASOURCE INVESTMENT COUNSEL, INC	Apr 1, 2019	Apr 4, 2012	-2,553	Firm change after gap	Other
ALPHASOURCE INVESTMENT COUNSEL, INC	AMERIPRISE FINANCIAL SERVICES, LLC	Jul 1, 2013	Mar 29, 2022	3,193	Firm change after gap	Other
COMERICA SECURITIES	NEXT FINANCIAL GROUP, INC.	Apr 1, 2010	Apr 7, 2010	6	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	COMERICA SECURITIES	Aug 24, 2007	Aug 28, 2007	4	Firm change	Other
USF ADVISORS, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 31, 2007	Aug 17, 2007	17	Firm change	Other
COMERICA SECURITIES	USF ADVISORS, LLC	Mar 10, 2006	Mar 29, 2006	19	Firm change	Other
PARK AVENUE SECURITIES LLC	COMERICA SECURITIES	Nov 13, 2002	Oct 30, 2002	-14	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	PARK AVENUE SECURITIES LLC	Jul 11, 2002	Sep 4, 2002	55	Firm change	Other

Relationships

Registered with (10)

→ INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Sep 9, 2022 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Mar 29, 2022 to Jul 20, 2022factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Apr 7, 2010 to Mar 11, 2022factForm ADV
→ VISIONARY ASSET MANAGEMENTRegistered adviserregistration: previous registration
Mar 29, 2012 to Apr 1, 2019factForm ADV
→ ALPHASOURCE INVESTMENT COUNSEL, INCRegistered adviserregistration: previous registration
Apr 4, 2012 to Jul 1, 2013factForm ADV
→ COMERICA SECURITIESRegistered adviserregistration: previous registration
Aug 28, 2007 to Apr 1, 2010factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 17, 2007 to Aug 24, 2007factForm ADV
→ USF ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 29, 2006 to Jul 31, 2007factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Sep 4, 2002 to Nov 13, 2002factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 29, 2001 to Jul 11, 2002factForm ADV

Dated events

Occurred
Jul 20, 2022
Advisor changed firm
Andrew Cassedy Miller left Ameriprise Financial Services, Llc for Independent Solutions Wealth Management, Llc (registered 2022-09-09)
Form ADVobserved 6 days ago
Occurred
Mar 11, 2022
Advisor changed firm
Andrew Cassedy Miller left Next Financial Group, Inc. for Visionary Asset Management (registered 2012-03-29)
Form ADVobserved 6 days ago