Kellie Miller has been an investment adviser representative at Delta Investment Management since June 2021, and is not listed among the firm’s executive officers or direct owners.
Delta Investment Management, LLC is a San Francisco, CA firm with $857M under management, 1,099 clients and 25 advisers across 11 offices, as of its April 2026 filing.
- – present · 5 yearsBoise, ID · Adviser representative · Firm CRD 149596
Investment adviser representative registrations
Kellie Miller is registered as an investment adviser representative in Idaho, since June 2021.
- IdahoSince 3 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kellie Lee Miller
- CRD
- 7378603
- Firm
- Delta Investment Management · CRD 149596
- Office
- Boise, ID
- Registration
- Investment adviser registration
- In the industry since
- June 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Kellie Miller work?
Kellie Miller is an investment adviser representative registered through Delta Investment Management, LLC since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Kellie Miller a financial advisor?
Yes. Kellie Miller has a current investment-adviser registration in Idaho, through Delta Investment Management since June 2021.
How many years of experience does Kellie Miller have?
Kellie Miller has 5 years in the financial industry, since June 2021, across 1 adviser firm.
What exams has Kellie Miller passed?
Kellie Miller passed the Series 65 in May 2021.
Where is Kellie Miller based?
Kellie Miller’s registered office is in Boise, ID.
Is Kellie Miller registered with FINRA?
No. Kellie Miller has no current broker registration.
How can I verify Kellie Miller’s record?
Search CRD 7378603 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kellie Miller’s full registration record.
