Rory Dean Miller
Investment adviser representative at Madison Avenue Securities, LLC
10 yearsExperience
1 stateRegistered in
$2BFirm assets
17 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Madison Avenue Securities, LLCJun 2026 to now
- LPL FinancialMar 2017 to May 2026
- National Planning CorporationOct 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Madison Avenue Securities, LLC
$2BAssets managed
14,099Clients
84Advisers
17 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
- 5346882
- Firm CRD
- 23224