Brett Sylvain Miller
Investment adviser representative at Birchbrook
17 yearsExperience
5 statesRegistered in
CFADesignation
$296.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- BirchbrookNov 2022 to now
- Bangor Wealth ManagementJan 2019 to Sep 2022
- Key Private BankJan 2009 to Dec 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 5 states (FL, MA, ME, NY, TX).
Birchbrook
$296.5MAssets managed
320Clients
6Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2025341
- Firm CRD
- 105164