Easton Miller has been Owner, President, CCO of Miller Financial Services since December 2022, is a control person of the firm and directly owns 75% or more of it. Easton Miller holds a Bachelor's degree from Chapman University.
Miller Financial Services, Inc. is a San Juan Capistrano, CA firm with $127M under management, 200 clients and 1 adviser in one office, as of its September 2026 filing.
Easton Miller leads Miller Financial Services, Inc., a financial planning and wealth management firm based in Southern California. Miller is a financial advisor with over 8 years of experience helping individuals, families and business owners, and works with clients across the country.
Easton Miller’s longest registration was 6 years at Coordinated Capital Securities, Inc. (2019–2025). Before joining Miller Financial Services in 2025, Easton Miller was registered through Coordinated Capital Securities, Inc.
- – present · under a yearSan Juan Capistrano, CA · Adviser representative · Firm CRD 339220
- Coordinated Capital Securities, Inc.– · 6 yearsSan Juan Capistrano, CA · Adviser representative · Firm CRD 14762
Investment adviser representative registrations
Easton Miller is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in December 2025.
- CaliforniaSince 22 December 2025
- TexasResidentSince 23 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 January 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 4 September 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Easton Daniel Miller
- CRD
- 6893606
- Firm
- Miller Financial Services · CRD 339220
- Role
- Owner, President, CCO
- Office
- 29122 RANCHO VIEJO RD, SUITE 101, San Juan Capistrano, CA 92675
- Registration
- Investment adviser registration
- In the industry since
- September 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- millerfinancialservicesinc.com
Where does Easton Miller work?
Easton Miller has been Owner, President, CCO of Miller Financial Services, Inc. since December 2022, and is a control person of the firm.
Is Easton Miller a financial advisor?
Yes. Easton Miller has a current investment-adviser registration in California and Texas, through Miller Financial Services since December 2025.
How many years of experience does Easton Miller have?
Easton Miller has 8 years in the financial industry, since September 2018, across 2 adviser firms.
What exams has Easton Miller passed?
Easton Miller has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2018. FINRA credited Easton Miller with the SIE, which began in October 2018.
Where did Easton Miller work before Miller Financial Services?
Before Miller Financial Services, Easton Miller was registered through Coordinated Capital Securities, Inc., March 2019 to December 2025.
Where is Easton Miller based?
Easton Miller’s registered office is in San Juan Capistrano, CA.
Is Easton Miller registered with FINRA?
No. Easton Miller has no current broker registration.
How can I verify Easton Miller’s record?
Search CRD 6893606 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Easton Miller’s full registration record.