Carrie Miller has held the title Member at Trellis Wealth Advisors since June 2014, is a control person of the firm and directly owns between 10% and 25% of it. Carrie Miller holds a BA in Literature from Claremont McKenna College.
Trellis Wealth Advisors, LLC is a San Luis Obispo, CA firm with $480M under management, 128 clients and 4 advisers in one office, as of its March 2026 filing.
Carrie Miller is Partner of Trellis Wealth Advisors. Miller joined the firm as a partner in 2014 and shares responsibility for every aspect of running the business and working with clients, with a special focus on communications, operations and technology. Before joining, she spent much of an 18-year career at Charles Schwab, including as a Managing Director within Schwab Institutional.
- Trellis Wealth Advisors, LLCCurrent– present · 12 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 154861
Investment adviser representative registrations
Carrie Miller is registered as an investment adviser representative in California, since October 2014.
- CaliforniaSince 8 October 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 October 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 March 2000 |
| Series 7 | General Securities Representative Examination | 16 December 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Carrie Lynne Miller
- CRD
- 2624990
- Firm
- Trellis Wealth Advisors · CRD 154861
- Role
- Member
- Office
- 1135 SANTA ROSA STREET, SUITE 310, San Luis Obispo, CA 93401
- Registration
- Investment adviser registration
- In the industry since
- October 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trelliswealth.com
Where does Carrie Miller work?
Carrie Miller has held the title Member at Trellis Wealth Advisors, LLC since June 2014, and is a control person of the firm.
Is Carrie Miller a financial advisor?
Yes. Carrie Miller has a current investment-adviser registration in California, through Trellis Wealth Advisors since October 2014.
How many years of experience does Carrie Miller have?
Carrie Miller has 12 years in the financial industry, since October 2014, across 1 adviser firm.
What exams has Carrie Miller passed?
Carrie Miller has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 1999.
Where is Carrie Miller based?
Carrie Miller’s registered office is in San Luis Obispo, CA.
Is Carrie Miller registered with FINRA?
No. Carrie Miller has no current broker registration.
How can I verify Carrie Miller’s record?
Search CRD 2624990 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carrie Miller’s full registration record.