Douglas Shattuck Miller
Investment Adviser Representative at CSP Financial Group LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Douglas Shattuck Miller is an investment adviser representative with CSP Financial Group LLC in Scottsdale, AZ, where they have been registered since 2024. They have worked in the securities industry since 2003 and have been registered with 6 firms, including Lifetyme Financial Advisors, LLC and Bridgelight Capital LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- 360 Wealth Management, Inc.Dec 2012 – Mar 2018Scottsdale, AZ
- Bridgelight Capital, LLCApr 2018 – Sep 2019Scottsdale, AZ
- Lifetyme Financial Advisors, LLCOct 2019 – Mar 2024Scottsdale, AZ
- Lifetyme Financial Group, LLCSep 2019 – Mar 2024Scottsdale, AZ
- CSP Financial Group LLCApr 2024 – no end date reportedScottsdale, AZ
- NASep 2018 – Sep 2019Scottsdale, AZ
- Douglas Miller, Sole ProprietorMar 2024 – no end date reportedScottsdale, AZ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CSP Financial Group LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Estimated blended rate
- 0.012
- First $1,000,0001.20%
- Next $2,000,0001.00%
- Next $2,000,0000.90%
- Next $5,000,0000.80%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 21
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-128346
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 11, 2026
View full firm profileOther advisors at CSP Financial Group LLC
Showing 12 of 21 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Douglas Shattuck 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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