Andrew Miller has been Founder/Chief Executive Officer/Chief Compliance Officer/Managing Member of Olio Financial Planning since November 2015, is a control person of the firm and directly owns 75% or more of it.
Olio Financial Planning, LLC is a McLean, VA firm with $601M under management, 387 clients and 8 advisers across 2 offices, as of its March 2026 filing.
Andrew Miller’s longest registration is the current one, 10 years at Olio Financial Planning since 2016. Before joining Olio Financial Planning in 2016, Andrew Miller was registered through D'Orazio & Associates, Inc.
- Olio Financial PlanningCurrent– present · 10 yearsMcLean, VA · Adviser representative · Firm CRD 282355
- D'Orazio & Associates, Inc.– · 5 yearsFalls Church, VA · Adviser representative · Firm CRD 131976
Investment adviser representative registrations
Andrew Miller is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2016; the most recent is Texas, in March 2017.
- TexasResidentSince 7 March 2017
- VirginiaSince 20 January 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 March 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrew Joseph Miller
- CRD
- 5522768
- Firm
- Olio Financial Planning · CRD 282355
- Role
- Founder/Chief Executive Officer/Chief Compliance Officer/Managing Member
- Office
- 1751 PINNACLE DRIVE, SUITE 600, McLean, VA 22102-4007
- Registration
- Investment adviser registration
- In the industry since
- April 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Miller work?
Andrew Miller has been Founder/Chief Executive Officer/Chief Compliance Officer/Managing Member of Olio Financial Planning, LLC since November 2015, and is a control person of the firm.
Is Andrew Miller a financial advisor?
Yes. Andrew Miller has a current investment-adviser registration in Texas and Virginia, through Olio Financial Planning since January 2016.
How many years of experience does Andrew Miller have?
Andrew Miller has 16 years in the financial industry, since April 2010, across 2 adviser firms.
What exams has Andrew Miller passed?
Andrew Miller passed the Series 65 in March 2010.
Where did Andrew Miller work before Olio Financial Planning?
Before Olio Financial Planning, Andrew Miller was registered through D'Orazio & Associates, Inc., March 2010 to December 2015.
Where is Andrew Miller based?
Andrew Miller’s registered office is in McLean, VA.
Is Andrew Miller registered with FINRA?
No. Andrew Miller has no current broker registration.
How can I verify Andrew Miller’s record?
Search CRD 5522768 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Miller’s full registration record.