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Samuel Everritt Miller

Investment adviser representative at Seia
15 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$22.5BFirm 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

15 years in the industry.

  1. Ses Inc.Sep 2022 to now
  2. Seia LLCOct 2017 to now
  3. Royal Alliance Associates, Inc.Nov 2018 to Sep 2022
  4. SiiOct 2017 to Nov 2018
  5. United Capital Financial Advisers, LLCMar 2011 to Oct 2017

Designations

  • CFA
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2022

State registrations

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

Seia

Legal name: Signature Estate & Investment Advisors LLC

$22.5BAssets managed
9,833Clients
130Advisers
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
4416493
Firm CRD
108163
Advisor's SEC record (opens in a new tab)
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