Shelby Geree Miller
Investment adviser representative at Team Hewins, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4BFirm 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
10 years in the industry.
- Team Hewins, LLCFeb 2020 to now
- Dorman Financial ManagementJan 2016 to Jan 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, FL).
Team Hewins, LLC
$4BAssets managed
576Clients
23Advisers
8 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
- 6201117
- Firm CRD
- 291194