Douglas Miller has been an investment adviser representative at CSP Financial Group since April 2024, and is not listed among the firm’s executive officers or direct owners.
CSP Financial Group LLC is a Scottsdale, AZ firm with $151M under management, 397 clients and 21 advisers across 18 offices, as of its September 2026 filing.
Douglas Miller’s longest registration was 9 years at Cue Financial Group, Inc. (2001–2010). Before joining CSP Financial Group in 2024, Douglas Miller was registered through Lifetyme Financial Advisors, LLC and Bridgelight Capital LLC.
- CSP Financial Group LLCCurrent– present · 2 yearsScottsdale, AZ · Adviser representative · Firm CRD 310819
- Lifetyme Financial Advisors, LLC– · 4 yearsScottsdale, AZ · Adviser representative · Firm CRD 159809
- Bridgelight Capital LLC– · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 154920
- 360 Wealth Management, Inc.– · 5 yearsScottsdale, AZ · Adviser representative · Firm CRD 127589
- Sii Investments, Inc.– · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 2225
- Cue Financial Group, Inc.– · 9 yearsPhoenix, AZ · Adviser representative · Firm CRD 21033
Investment adviser representative registrations
Douglas Miller is registered as an investment adviser representative in Arizona, since May 2024.
- ArizonaSince 29 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 June 2001 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 10 April 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 November 1984 |
| Series 7 | General Securities Representative Examination | 16 July 1983 |
- Name
- Uniform Combined State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Douglas Shattuck Miller
- CRD
- 1156146
- Firm
- CSP Financial Group · CRD 310819
- Office
- 14300 NORTH NORTHSIGHT BLVD, SUITE 120, Scottsdale, AZ 85260
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Douglas Miller work?
Douglas Miller is an investment adviser representative registered through CSP Financial Group LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Douglas Miller a financial advisor?
Yes. Douglas Miller has a current investment-adviser registration in Arizona, through CSP Financial Group since April 2024.
How many years of experience does Douglas Miller have?
Douglas Miller has 23 years in the financial industry, since March 2003, across 6 adviser firms.
What exams has Douglas Miller passed?
Douglas Miller has passed 4 licensing exams: the Series 7, Series 63, Series 26 and Series 66. The earliest, the Series 7, was passed in July 1983.
Where did Douglas Miller work before CSP Financial Group?
Before CSP Financial Group, Douglas Miller was registered through Lifetyme Financial Advisors, LLC, October 2019 to March 2024; Bridgelight Capital LLC, April 2018 to September 2019; 360 Wealth Management, Inc., December 2012 to March 2018; Sii Investments, Inc., October 2011 to November 2012; Cue Financial Group, Inc., January 2001 to January 2010.
Where is Douglas Miller based?
Douglas Miller’s registered office is in Scottsdale, AZ.
Is Douglas Miller registered with FINRA?
No. Douglas Miller has no current broker registration.
How can I verify Douglas Miller’s record?
Search CRD 1156146 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Douglas Miller’s full registration record.
