Riley Graham Poppy
Investment adviser representative at Millennial Wealth
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$278.7MFirm 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
Experience
10 years in the industry.
- Millennial Wealth, LLCSep 2023 to now
- Ignite Financial Planning, LLCFeb 2019 to now
- Vestory, LLCApr 2018 to Dec 2018
- Cambridge Investment Research Advisors, Inc.Nov 2016 to Jan 2018
- Cambridge Investment Research, Inc.Nov 2016 to Jan 2018
- The Finity GroupOct 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Millennial Wealth
Legal name: Millennial Wealth LLC
$278.7MAssets managed
229Clients
5Advisers
2 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
- 6347536
- Firm CRD
- 289970