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Bert Earl Miller Jr

Investment Adviser Representative at MILLER WEALTH ADVISORS, LLC

Ridgway, COCRD #1145903Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
43 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
ColoradoTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/10/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 9/1/1983
Series 7
General Securities Representative Examination
Passed 8/20/1983
Series 24
General Securities Principal Examination
Passed 10/14/1985

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

Miller Wealth Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MILLER WEALTH ADVISORS, LLCCurrent
5/14/2014 – Ridgway, CO
SANDERS MORRIS HARRIS INC.
3/19/2007 – 4/15/2014The Woodlands, TX
MILLER-GREEN FINANCIAL SERVICES, INC
1/23/2003 – 4/10/2014The Woodlands, TX
SMH CAPITAL ADVISORS, INC.
3/9/2005 – 12/31/2006Houston, TX

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MILLER WEALTH ADVISORS, LLC

1 other advisor in the directory

Don Edward Gilbert
Investment Adviser Representative
Dual-registered
View MILLER WEALTH ADVISORS, LLC firm profile
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. Bert Earl Miller Jr 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.