Mark Reed Miller
Investment Adviser Representative at Vanderbilt Advisory Services
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mark Reed Miller is an investment adviser representative with Vanderbilt Advisory Services in South Jordan, UT, where they have been registered since 2025. They have worked in the securities industry since 1989 and have been registered with 5 firms, including Grove Point Advisors, LLC and H. BECK, Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Utah.
Registrations & licenses
- Investment adviser:
- Utah
- Broker:
7 states and territories
California, Michigan, Nevada, New York, Utah, Virginia, Washington
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.
- Grove Point Investments, LLCMar 2009 – Dec 2024Rockville, MD
- Altius Mortgage Group LC - Mortgage LOAN BrokerageMar 2014 – May 2022South Jordan, UT
- Lyft DriverApr 2019 – no end date reportedSouth Jordan, UT
- Grove Point Advisors, LLCApr 2021 – Dec 2024Rockville, MD
- Ultimate Home Lending, LLCApr 2022 – no end date reportedSouth Jordan, UT
- Vanderbilt Financial GroupJan 2025 – no end date reportedWoodbury, NY
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Vanderbilt Advisory Services
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
- $0 - $100,0002.50%
- $100,001 - $250,0002.25%
- $250,001 - $500,0002.00%
- $500,001 - $1,000,0001.75%
+4 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
Asset advisory and investment strategies, including personalized financial advice, retirement planning, and account setup for clients and their families
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 163
- Offices listed on AdvisorFinder:
- 43
- Main office:
- Woodbury, NY
- SEC file number:
- 801-77166
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 27, 2026
View full firm profileOther advisors at Vanderbilt Advisory Services
Showing 12 of 163 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. Mark Reed 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.
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