Steven Bradford Miller
Investment adviser representative at Assetmark, Inc.
22 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Assetmark, Inc.Dec 2025 to now
- Assetmark Financial Holdings, Inc (afhi)Dec 2025 to now
- Efficient AdvisorsAug 2020 to Dec 2025
- Sowell Management ServicesDec 2018 to Dec 2023
- UnemployedJun 2018 to Dec 2018
- Matson Money, IncJul 2004 to Jun 2018
- Abundance Technologies, Inc.Apr 2004 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (OH).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 2941806
- Firm CRD
- 109018