Paul Miller has been an investment adviser representative at IM Wealth Partners Investment Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners.
IM Wealth Partners Investment Advisors LLC is a Blue Bell, PA firm with $124M under management, 17 clients and 8 advisers in one office, as of its September 2026 filing.
Paul Miller’s longest registration is the current one, 3 years at Stonex Advisors Inc. since 2023.
- IM Wealth PartnersCurrent– present · under a yearBlue Bell, PA · Adviser representative · Firm CRD 307379
- Stonex Advisors Inc.Also current– present · 3 yearsBlue Bell, PA · Adviser representative · Firm CRD 174182
Investment adviser representative registrations
Paul Miller is registered as an investment adviser representative in Pennsylvania, since August 2023.
- PennsylvaniaSince 8 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 7 August 2023 |
| Series 7TO | General Securities Representative Examination | 8 August 2022 |
| SIE | Securities Industry Essentials Examination | 13 April 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Paul Terence Miller
- CRD
- 7154652
- Firm
- IM Wealth Partners Investment Advisors · CRD 307379
- Office
- 3 VALLEY SQUARE, SUITE 110, Blue Bell, PA 19422
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Paul Miller work?
Paul Miller is an investment adviser representative registered through IM Wealth Partners Investment Advisors LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Paul Miller a financial advisor?
Yes. Paul Miller has a current investment-adviser registration in Pennsylvania, through IM Wealth Partners Investment Advisors since June 2026.
How many years of experience does Paul Miller have?
Paul Miller has 4 years in the financial industry, since August 2022, across 2 adviser firms.
What exams has Paul Miller passed?
Paul Miller has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2022.
Where is Paul Miller based?
Paul Miller’s registered office is in Blue Bell, PA.
Is Paul Miller registered with FINRA?
Yes. Paul Miller has a current broker registration, under CRD 7154652.
Source: FINRA BrokerCheck
How can I verify Paul Miller’s record?
Search CRD 7154652 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Paul Miller’s full registration record.
- Andy ArmstrongChief Compliance Officer
Ian MeierdiercksCEO/Managing Member