William Wright Miller
Investment adviser representative at United Brokerage Services Inc
10 yearsExperience
1 stateRegistered in
$372.3MFirm assets
11 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- United Brokerage Services, Inc.Jan 2024 to now
- United BankMay 2023 to now
- Equitable Advisors, LLCFeb 2022 to May 2023
- UnemployedAug 2021 to Feb 2022
- Bank of America N.A.Nov 2019 to Aug 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Aug 2021
- First BankApr 2017 to Mar 2019
- Aloha CleaningsJan 2016 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (SC).
United Brokerage Services Inc
Legal name: United Brokerage Services, Inc
$372.3MAssets managed
1,390Clients
57Advisers
11 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
- 7199670
- Firm CRD
- 39062