Philip Miller has been an investment adviser representative at Exodus Wealth since February 2026, and is not listed among the firm’s executive officers or direct owners.
Exodus Wealth, LLC is a Fort Lauderdale, FL firm with $484M under management, 2,249 clients and 51 advisers across 50 offices, as of its July 2026 filing.
Philip Miller’s longest registration was 10 years at Integrated Financial Strategies, LLC (2015–2026). Before joining Exodus Wealth in 2026, Philip Miller was registered through Integrated Financial Strategies, LLC and Capital Guardian Wealth Management, LLC.
- Exodus Wealth, LLCCurrent– present · under a yearConcord, NC · Adviser representative · Firm CRD 174328
- Integrated Financial Strategies, LLC– · 10 yearsConcord, NC · Adviser representative · Firm CRD 165007
- Capital Guardian Wealth Management, LLC– · 3 yearsChina Grove, NC · Adviser representative · Firm CRD 131631
- Woodbury Financial Services, Inc.– · 6 yearsChina Grove, NC · Adviser representative · Firm CRD 421
- Axa Advisors, LLC– · under a yearChina Grove, NC · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Philip Miller is registered as an investment adviser representative in North Carolina, since February 2026.
- North CarolinaSince 25 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 May 2005 |
| Series 7 | General Securities Representative Examination | 23 December 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Philip Charles Miller
- CRD
- 4789108
- Firm
- Exodus Wealth · CRD 174328
- Office
- 400 Penny Lane, Concord, NC 28025
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Philip Miller work?
Philip Miller is an investment adviser representative registered through Exodus Wealth, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Philip Miller a financial advisor?
Yes. Philip Miller has a current investment-adviser registration in North Carolina, through Exodus Wealth since February 2026.
How many years of experience does Philip Miller have?
Philip Miller has 21 years in the financial industry, since December 2004, across 5 adviser firms.
What exams has Philip Miller passed?
Philip Miller has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2004. FINRA credited Philip Miller with the SIE, which began in October 2018.
Where did Philip Miller work before Exodus Wealth?
Before Exodus Wealth, Philip Miller was registered through Capital Guardian Wealth Management, LLC, September 2012 to November 2015; Woodbury Financial Services, Inc., August 2006 to September 2012; Axa Advisors, LLC, January 2006 to September 2006.
Where is Philip Miller based?
Philip Miller’s registered office is in Concord, NC.
Is Philip Miller registered with FINRA?
Yes. Philip Miller has a current broker registration, under CRD 4789108.
Source: FINRA BrokerCheck
How can I verify Philip Miller’s record?
Search CRD 4789108 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Philip Miller’s full registration record.