Ted Miller
Investment adviser representative at Envoy Advisory Inc.
14 yearsExperience
1 stateRegistered in
$615MFirm assets
6 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
Experience
14 years in the industry.
- Envoy Advisory Inc.Mar 2026 to now
- Harvest Investment Services, LLCNov 2025 to now
- Self EmployedApr 2025 to now
- SimplicityNov 2023 to Apr 2025
- Kingdom OaksMay 2018 to Nov 2023
- Crossroads ChurchMar 2012 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Envoy Advisory Inc.
$615MAssets managed
1,999Clients
10Advisers
6 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
- 7542500
- Firm CRD
- 306559