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Monte Miller

Executive Chairman at Keystate Advisory

Investment adviser registrationLas Vegas, NV

Monte Miller is Executive Chairman of Keystate Advisory, LLC, a Las Vegas investment adviser managing $16.6B. Monte Miller has been registered as an investment adviser representative through Keystate Advisory since 23 June 2011, has 15 years in the industry across 1 firm and has passed the Series 65.

15
Years in industry
15
Years at firm
1
Adviser firms
1
States registered

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Monte Miller has been Executive Chairman of Keystate Advisory since January 2011. Monte Miller is a control person of the firm and directly owns under 5% of it. Monte Miller holds a B.S. in Business Administration from the University of Nevada from Reno and an M.A. in Economics from the University of Nevada from Las Vegas.

Keystate Advisory, LLC is a Las Vegas, NV firm with $16.6B under management, 80 clients and 8 advisers across 2 offices, as of its March 2026 filing.

Monte Miller founded KeyState in 1991 after serving as SVP and Trust Division Manager at Valley Bank of Nevada.

  1. – present · 15 years
    Las Vegas, NV · Adviser representative · Firm CRD 156226
  2. – · 7 years
    Las Vegas, NV · Adviser representative · Firm CRD 156226

Credentials and registrations

Investment adviser representative registrations

Nevada23 June 2011
Status
Approved

Examinations

Series 6522 June 2011
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Monte Lynn Miller
CRD
5878558
Office
3883 HOWARD HUGHES PKWY, SUITE 500, Las Vegas, NV 89169

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Monte Miller work?

Monte Miller has been Executive Chairman of Keystate Advisory, LLC since January 2011, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 24 March 2026

Is Monte Miller a financial advisor?

Yes. Monte Miller has a current investment-adviser registration in Nevada, through Keystate Advisory since June 2011.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Monte Miller have?

Monte Miller has 15 years in the financial industry, since June 2011, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Monte Miller passed?

Monte Miller passed the Series 65 in June 2011.

Source: IAPD individual record, checked 18 October 2026

Where is Monte Miller based?

Monte Miller’s registered office is in Las Vegas, NV.

Source: IAPD individual record, checked 18 October 2026

Leadership at Keystate Advisory

Sources

  1. IAPD individual record, CRD 5878558. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Keystate Advisory, LLC, filed 24 March 2026. Title, control and ownership bands.
  3. Keystate Advisory team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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