Ted Miller
Investment Adviser Representative at Envoy Advisory Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ted Miller is an investment adviser representative in Arlington, TX, currently registered with Harvest Investment Services, LLC and Envoy Advisory Inc. They have worked in the securities industry since 2022 and have been registered with 4 firms, including The Fiduciary Alliance and Simplicity Wealth. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
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.
- SimplicityNov 2023 – Apr 2025Summit, NJ
- Kingdom OaksMay 2018 – Nov 2023Arlington, TX
- Crossroads ChurchMar 2012 – Apr 2018Oklahoma City, OK
- Kingdom OaksMay 2018 – Nov 2023Arlington, TX
- Self EmployedApr 2025 – no end date reportedArlington, TX
- Harvest Investment Services, LLCNov 2025 – no end date reportedOakbrook Terrace, IL
- Envoy Advisory Inc.Mar 2026 – no end date reportedColorado Springs, CO
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Envoy Advisory Inc.
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
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
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Colorado Springs, CO
- SEC file number:
- 801-117870
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Envoy Advisory Inc.
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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. Ted 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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