Sarah Claire Miller
Investment adviser representative at Zoe Financial, Inc.
11 yearsExperience
1 stateRegistered in
$283.5MFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Zoe Financial, Inc.Apr 2025 to now
- Zoe Securities LLCApr 2025 to now
- CliniiFeb 2025 to Mar 2025
- AlphasightsJul 2023 to Jan 2025
- American UniversitySep 2019 to May 2025
- Easton Area High SchoolSep 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Zoe Financial, Inc.
$283.5MAssets managed
1,689Clients
8Advisers
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
- 8209092
- Firm CRD
- 285158