Andrew Miller has been an investment adviser representative at FMB Wealth Management since November 2016, and is not listed among the firm’s executive officers or direct owners.
FMB Wealth Management is a Westlake Village, CA firm with $616M under management, 324 clients and 5 advisers in one office, as of its April 2026 filing.
Andrew Miller’s longest registration is the current one, 9 years at FMB Wealth Management since 2016.
- Indivisible PartnersAlso current– present · under a yearWestlake Village, CA · Adviser representative · Firm CRD 332431
- FMB Retirement ServicesAlso current– present · 6 yearsWestlake Village, CA · Adviser representative · Firm CRD 164571
- FMB Wealth ManagementCurrent– present · 9 yearsWestlake Village, CA · Adviser representative · Firm CRD 122309
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 November 2016; the most recent is Texas, in December 2023.
- CaliforniaSince 22 November 2016
- TexasResidentSince 1 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 November 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrew Jakob Miller
- CRD
- 6698753
- Firm
- FMB Wealth Management · CRD 122309
- Office
- 100 N. WESTLAKE BLVD., SUITE 201, Westlake Village, CA 91362
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Miller work?
Andrew Miller is an investment adviser representative registered through FMB Wealth Management since November 2016, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Miller a financial advisor?
Yes. Andrew Miller has a current investment-adviser registration in California and Texas, through FMB Wealth Management since November 2016.
How many years of experience does Andrew Miller have?
Andrew Miller has 9 years in the financial industry, since November 2016, across 3 adviser firms.
What exams has Andrew Miller passed?
Andrew Miller passed the Series 65 in November 2016.
Where is Andrew Miller based?
Andrew Miller’s registered office is in Westlake Village, CA.
Is Andrew Miller registered with FINRA?
No. Andrew Miller has no current broker registration.
How can I verify Andrew Miller’s record?
Search CRD 6698753 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Miller’s full registration record.
