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Andrew Cassedy Miller

Investment Adviser Representative at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Missouri City, TXCRD #4384866Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
1 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrew Cassedy Miller has worked in the securities industry since 2001. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/28/2001
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/27/2001
Series 4
Registered Options Principal Examination
Passed 5/1/2007
Series 24
General Securities Principal Examination
Passed 12/12/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Independent Solutions Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLCCurrent
9/9/2022Missouri City, TX
PEAK BROKERAGE SERVICES, LLCCurrent
8/23/2022Missouri City, TX
AMERIPRISE FINANCIAL SERVICES, LLC
3/29/20227/20/2022Houston, TX
NEXT FINANCIAL GROUP, INC.
4/7/20103/11/2022Houston, TX
VISIONARY ASSET MANAGEMENT
3/29/20124/1/2019Houston, TX
ALPHASOURCE INVESTMENT COUNSEL, INC
4/4/20127/1/2013Houston, TX
COMERICA SECURITIES
8/28/20074/1/2010Houston, TX
MERRILL LYNCH PIERCE FENNER & SMITH INC.
8/17/20078/24/2007Sugarland, TX
USF ADVISORS, LLC
3/29/20067/31/2007Houston, TX
COMERICA SECURITIES
10/30/20023/10/2006Sugarland, TX
PARK AVENUE SECURITIES LLC
9/4/200211/13/2002Harris, TX
SECURIAN FINANCIAL SERVICES, INC.
8/29/20017/11/2002Houston, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Cassedy Miller has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Andrew Cassedy Miller - Financial Advisor in Missouri City, TX | AdvisorFinder