Michael Miller has been an investment adviser representative at Principia Wealth Advisory since January 2020, and is not listed among the firm’s executive officers or direct owners. Michael Miller holds a BBA in Accounting and Finance from Baylor University.
Principia Wealth Advisory, LLC is a Dallas, TX firm with $225M under management, 156 clients and 4 advisers across 5 offices, as of its March 2026 filing.
Michael Miller is Senior Wealth Advisor of Principia Wealth Advisory. He joined PWA in 2020, bringing over 30 years of financial experience. He worked as a senior auditor with Ernst & Young, held several corporate finance positions, and operated his own tax and financial planning practice before establishing his own registered investment advisory firm in 2000. Most recently he was Executive Vice President and Senior Wealth Manager with True North Advisors, LLC.
Michael Miller’s longest registration was 8 years at WFG Advisors, LP (2006–2014). Before joining Principia Wealth Advisory in 2020, Michael Miller was registered through True North Advisors, LLC and WFG Advisors, LP.
- – present · 6 yearsDallas, TX · Adviser representative · Firm CRD 152678
- True North Advisors, LLC– · 2 yearsDallas, TX · Adviser representative · Firm CRD 116048
- True North Advisors, LLC– · 2 yearsDallas, TX · Adviser representative · Firm CRD 116048
- WFG Advisors, LP– · 8 yearsDallas, TX · Adviser representative · Firm CRD 125073
- MDM Capital Advisors, LLC– · 3 yearsDallas, TX · Adviser representative · Firm CRD 120176
- MDM Capital Advisors, LLC– · under a yearDallas, TX · Adviser representative · Firm CRD 120176
Professional designations
Listed by Principia Wealth Advisory
- CPA®
- CFS®
Investment adviser representative registrations
Michael Miller is registered as an investment adviser representative in Texas, since January 2020.
- TexasSince 4 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 November 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael David Miller
- CRD
- 4532677
- Firm
- Principia Wealth Advisory · CRD 152678
- Office
- 13355 NOEL RD. STE 1100, Dallas, TX 75240
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pwadvisory.com
Where does Michael Miller work?
Michael Miller is an investment adviser representative registered through Principia Wealth Advisory, LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.
Is Michael Miller a financial advisor?
Yes. Michael Miller has a current investment-adviser registration in Texas, through Principia Wealth Advisory since January 2020.
How many years of experience does Michael Miller have?
Michael Miller has 23 years in the financial industry, since March 2003, across 4 adviser firms.
What exams has Michael Miller passed?
Michael Miller passed the Series 65 in November 2001.
Where did Michael Miller work before Principia Wealth Advisory?
Before Principia Wealth Advisory, Michael Miller was registered through True North Advisors, LLC, August 2017 to January 2020; True North Advisors, LLC, December 2014 to December 2016; WFG Advisors, LP, March 2006 to December 2014; MDM Capital Advisors, LLC, February 2003 to March 2006; MDM Capital Advisors, LLC, June 2002 to December 2002.
Where is Michael Miller based?
Michael Miller’s registered office is in Dallas, TX.
Is Michael Miller registered with FINRA?
No. Michael Miller has no current broker registration.
How can I verify Michael Miller’s record?
Search CRD 4532677 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Miller’s full registration record.
