RIA Intelligence

Designations

CPA, CLU, ChFCreportedmiller-wealthadvisors.comas printed on the bio page, Sep 16, 2026

Professional profile

miller-wealthadvisors.com/bert-millerreportedmiller-wealthadvisors.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• M••••• W••••• A•••••••• L•• independent RIA current
  since May 14, 2014 · Ridgway, Co
• S•••••• M••••• L•• independent RIA
  Mar 19, 2007 to Apr 15, 2014 · The Woodlands, Tx
• S•• C•••••• A••••••• L•• institutional
  Mar 9, 2005 to Dec 31, 2006 · Houston, Tx
• M••••••••• F•••••••• S••••••• L•• former
  Jan 23, 2003 to Apr 10, 2014 · Houston, Tx

• S•••••• M••••• L•• to M••••• W••••• A•••••••• L••
  left Apr 15, 2014, registered May 14, 2014 (29 days) · Other
• M••••••••• F•••••••• S••••••• L•• to S•• C•••••• A••••••• L••
  left Apr 10, 2014, registered Mar 9, 2005 (-3319 days) · Other
• S•• C•••••• A••••••• L•• to S•••••• M••••• L••
  left Dec 31, 2006, registered Mar 19, 2007 (78 days) · corporate re-registration, not a move

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

43derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address