Brett Miller
Brett Miller is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
14850 N. Scottsdale Road, Suite 155, Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brett owns and manages a rental property through B&N Miller Properties LLC since 2022. This activity takes a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Polaris Wealth Advisory Group
Scottrade, INC.Broker
Scottrade Investment Management
Fidelity Brokerage Services LLCBroker
State Registrations12 states
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