Steven Ray Miller
Investment adviser representative at Private Advisor Group, LLC
30 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Private Advisor Group, LLCOct 2023 to now
- Miller & Associates, P.C.Jun 1996 to now
- Claraphi Advisory Network, LLCApr 2020 to Oct 2023
- James River AdvisorsJul 2016 to Apr 2020
- Triad Advisors, Inc.Mar 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (VA).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 2799379
- Firm CRD
- 155216