David Miller has been Founder & Managing Principal of Brown | Miller Wealth Management since July 2019, is a control person of the firm and directly owns 75% or more of it. David Miller holds a B.A. in Engineering from Dartmouth College and a Bachelor of Engineering from Thayer School of Engineering, Dartmouth College.
Brown | Miller Wealth Management, LLC is a McLean, VA firm with $991M under management, 508 clients and 11 advisers in one office, as of its September 2026 filing.
David Miller is Managing Principal of Brown | Miller Wealth Management, LLC. Early in his career he was an engineer for a tech company. He educates clients about markets, investments, and financial planning.
David Miller’s longest registration was 12 years at Wells Fargo Clearing Services, LLC (2008–2020). Before joining Brown | Miller Wealth Management in 2020, David Miller was registered through Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.
- – present · 6 yearsMcLean, VA · Adviser representative · Firm CRD 305742
- Wells Fargo Clearing Services, LLC– · 12 yearsWashington, DC · Adviser representative · Firm CRD 19616
- A. G. Edwards & Sons, Inc.– · 5 yearsWashington, DC · Adviser representative · Firm CRD 4
Professional designations
Listed by Brown | Miller Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
David Miller is registered as an investment adviser representative in 2 states. The first approvals date from March 2020; the most recent is Texas, in April 2020.
- TexasSince 21 April 2020
- VirginiaSince 3 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 30 March 2009 |
| Series 66 | Uniform Combined State Law Examination | 5 September 2002 |
| Series 7 | General Securities Representative Examination | 2 August 2002 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 6 March 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 February 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 February 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- David Alan Miller
- CRD
- 4506377
- Firm
- Brown | Miller Wealth Management · CRD 305742
- Role
- Founder & Managing Principal
- Office
- 8280 GREENSBORO DRIVE, SUITE 220, McLean, VA 22102
- Registration
- Investment adviser registration
- In the industry since
- February 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- brownmillerwm.com
Where does David Miller work?
David Miller has been Founder & Managing Principal of Brown | Miller Wealth Management, LLC since July 2019, and is a control person of the firm.
Is David Miller a financial advisor?
Yes. David Miller has a current investment-adviser registration in Texas and Virginia, through Brown | Miller Wealth Management since March 2020.
How many years of experience does David Miller have?
David Miller has 24 years in the financial industry, since February 2002, across 3 adviser firms.
What exams has David Miller passed?
David Miller has passed 6 licensing exams: the Series 63, Series 6, Series 26, Series 7, Series 66 and Series 31. The earliest, the Series 63, was passed in February 2002. FINRA credited David Miller with the SIE, which began in October 2018.
Where did David Miller work before Brown | Miller Wealth Management?
Before Brown | Miller Wealth Management, David Miller was registered through A. G. Edwards & Sons, Inc., September 2002 to January 2008.
Where is David Miller based?
David Miller’s registered office is in McLean, VA.
Is David Miller registered with FINRA?
No. David Miller has no current broker registration.
Is David Miller a CFP?
Brown | Miller Wealth Management lists David Miller with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify David Miller’s record?
Search CRD 4506377 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Miller’s full registration record.
