Miles Rader has been an investment adviser representative at Willner & Heller since April 2024, and is not listed among the firm’s executive officers or direct owners. Miles Rader holds a Degree in Business Administration with an Emphasis in Finance from California Lutheran University.
Willner & Heller LLC is an Encino, CA firm with $193M under management, 178 clients and 3 advisers in one office, as of its June 2026 filing.
Miles Rader is Wealth Advisor of Willner & Heller LLC, based in Encino, California. He worked at UBS for 2 years before joining MAP Strategic Wealth Advisors, an RIA in West Los Angeles, where he spent 2 years prior to joining Willner Heller.
Miles Rader’s longest registration is the current one, 2 years at Willner & Heller since 2024. Before joining Willner & Heller in 2024, Miles Rader was registered through UBS Financial Services Inc.
- Willner & Heller LLCCurrent– present · 2 yearsEncino, CA · Adviser representative · Firm CRD 135406
- UBS Financial Services Inc.– · 1 yearLos Angeles, CA · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Miles Rader is registered as an investment adviser representative in California, since April 2024.
- CaliforniaSince 25 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 April 2024 |
| Series 66 | Uniform Combined State Law Examination | 18 May 2020 |
| Series 7TO | General Securities Representative Examination | 11 March 2020 |
| SIE | Securities Industry Essentials Examination | 16 January 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Miles Kenneth Rader
- CRD
- 7061094
- Firm
- Willner & Heller · CRD 135406
- Office
- 15760 VENTURA BLVD, SUITE 2026, Encino, CA 91436
- Registration
- Investment adviser registration
- In the industry since
- November 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- willnerheller.com
Where does Miles Rader work?
Miles Rader is an investment adviser representative registered through Willner & Heller LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Miles Rader a financial advisor?
Yes. Miles Rader has a current investment-adviser registration in California, through Willner & Heller since April 2024.
How many years of experience does Miles Rader have?
Miles Rader has 3 years in the financial industry, since November 2022, across 2 adviser firms.
What exams has Miles Rader passed?
Miles Rader has passed 4 licensing exams: the SIE, Series 7TO, Series 66 and Series 65. The earliest, the SIE, was passed in January 2020.
Where did Miles Rader work before Willner & Heller?
Before Willner & Heller, Miles Rader was registered through UBS Financial Services Inc., May 2020 to August 2021.
Where is Miles Rader based?
Miles Rader’s registered office is in Encino, CA.
Is Miles Rader registered with FINRA?
No. Miles Rader has no current broker registration.
How can I verify Miles Rader’s record?
Search CRD 7061094 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Miles Rader’s full registration record.
