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Faron Scott Miller

Investment adviser representative at Wealthspire Retirement Advisory
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$38.6BFirm 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
  • Pension consulting

Experience

12 years in the industry.

  1. Wealthspire Retirement AdvisoryOct 2025 to now
  2. Nfp Retirement, Inc.Oct 2023 to Oct 2025
  3. Acg Advisory Services Inc.Nov 2019 to Oct 2023
  4. TD Ameritrade Investment Management, LLCFeb 2018 to Oct 2019
  5. TD Ameritrade, Inc.Feb 2018 to Oct 2019
  6. Scottrade, Inc.May 2014 to Nov 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2004
  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (VA).

Wealthspire Retirement Advisory

Legal name: Wealthspire Retirement, LLC

$38.6BAssets managed
7,532Clients
145Advisers
20 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
4078974
Firm CRD
121254
Advisor's SEC record (opens in a new tab)
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