Bert Miller has been Managing Member of Miller Wealth Advisors since April 2014, is a control person of the firm and directly owns 75% or more of it. Bert Miller holds a Bachelor's degree in accounting from Texas A&M University.
Miller Wealth Advisors, LLC is a firm with $226M under management, 116 clients and 3 advisers across 3 offices, as of its August 2026 filing.
Bert Miller is Managing Principal of Miller Wealth Advisors. He began his career in public accounting, then left to join a client company, where he rose to Vice President of Finance and Operations. In 1983 he created a professional practice. For 26 years he worked as a consultant for the Houston Astros, providing financial planning and investment advice to Minor League players. A major focus of his practice is working with retired people and those preparing to retire.
Bert Miller’s longest registration is the current one, 12 years at Miller Wealth Advisors since 2014. Before joining Miller Wealth Advisors in 2014, Bert Miller was registered through Sanders Morris Harris Inc. and SMH Capital Advisors, Inc.
- Miller Wealth Advisors, LLCCurrent– present · 12 yearsRidgway, CO · Adviser representative · Firm CRD 171329
- Sanders Morris Harris Inc.– · 7 yearsThe Woodlands, TX · Adviser representative · Firm CRD 20580
- SMH Capital Advisors, Inc.– · 1 yearHouston, TX · Adviser representative · Firm CRD 108344
- Miller-Green Financial Services, Inc– · 11 yearsThe Woodlands, TX · Adviser representative · Firm CRD 110949
Professional designations
Listed by Miller Wealth Advisors
- CPA
- CLU®
- ChFC®
Investment adviser representative registrations
Bert Miller is registered as an investment adviser representative in 2 states. The first approvals date from May 2014; the most recent is Colorado, in June 2015.
- ColoradoSince 22 June 2015
- TexasSince 14 May 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 September 1999 |
| Series 24 | General Securities Principal Examination | 14 October 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 September 1983 |
| Series 7 | General Securities Representative Examination | 20 August 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bert Earl Miller
- CRD
- 1145903
- Firm
- Miller Wealth Advisors · CRD 171329
- Role
- Managing Member
- Office
- Ridgway, CO
- Registration
- Investment adviser registration
- In the industry since
- September 1983
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- miller-wealthadvisors.com
Where does Bert Miller work?
Bert Miller has been Managing Member of Miller Wealth Advisors, LLC since April 2014, and is a control person of the firm.
Is Bert Miller a financial advisor?
Yes. Bert Miller has a current investment-adviser registration in Colorado and Texas, through Miller Wealth Advisors since May 2014.
How many years of experience does Bert Miller have?
Bert Miller has 43 years in the financial industry, since September 1983, across 4 adviser firms.
What exams has Bert Miller passed?
Bert Miller has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in August 1983.
Where did Bert Miller work before Miller Wealth Advisors?
Before Miller Wealth Advisors, Bert Miller was registered through Sanders Morris Harris Inc., March 2007 to April 2014; SMH Capital Advisors, Inc., March 2005 to December 2006; Miller-Green Financial Services, Inc, January 2003 to April 2014.
Where is Bert Miller based?
Bert Miller’s registered office is in Ridgway, CO.
Is Bert Miller registered with FINRA?
No. Bert Miller has no current broker registration.
How can I verify Bert Miller’s record?
Search CRD 1145903 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bert Miller’s full registration record.