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Aon Douglas Miller

Investment adviser representative at Am Investment Strategies, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$738.4MFirm 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Am Investment Strategies, LLCOct 2012 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 2 states (TN, TX).

Am Investment Strategies, LLC

$738.4MAssets managed
576Clients
2Advisers
13 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
3083225
Firm CRD
165823
Advisor's SEC record (opens in a new tab)
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