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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.

  1. Envoy Advisory Inc.Mar 2026 to now
  2. Harvest Investment Services, LLCNov 2025 to now
  3. Self EmployedApr 2025 to now
  4. SimplicityNov 2023 to Apr 2025
  5. Kingdom OaksMay 2018 to Nov 2023
  6. 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
Advisor's SEC record (opens in a new tab)
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