Tasha Denise Miles
Investment adviser representative at Sharp Financial
13 yearsExperience
1 stateRegistered in
$502.1MFirm assets
9 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- J Alden Associates, Inc.Jul 2022 to now
- Sharp Wealth Advisory dba the Sharp Financial GroupDec 2019 to now
- Sharp FinancialJan 2019 to now
- Purshe Kaplan Sterling InvestmentsNov 2017 to Jul 2022
- Sharp Financial ServicesNov 2017 to Dec 2019
- H.d.vest Investment ServicesFeb 2013 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
Sharp Financial
Legal name: Sharp Wealth Advisory, LLC
$502.1MAssets managed
194Clients
6Advisers
9 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
- 5831261
- Firm CRD
- 289325