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Stacy Jo Miller

BRIGHT INVESTMENTS, LLC·AUBURN, Alabama
Series 65Clean record9 years registeredBRIGHT INVESTMENTS, LLC
570 DEVALL DRIVE, AUBURN, AL 36832CRD# 6741242Firm CRD# 269955

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stacy Jo Miller · AUBURN, AL
Registration
CRD #6741242 · BRIGHT INVESTMENTS, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

BAYVIEW FINANCIAL PLANNING
Mar 2024 – present
LYONS VIEW CAPITAL, LLC
Apr 2023 – Nov 2023
Lutz, FL
BRIGHT INVESTMENTS, LLC
May 2017 – Nov 2023
Lutz, FL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 22, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIGHT INVESTMENTS, LLC
CRD 269955 · SEC 801-120845
AUM
$132M
Regulatory assets under management
Employees
7
114 client accounts
Services offered by BRIGHT INVESTMENTS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BRIGHT INVESTMENTS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Stacy Jo Miller offer?
Stacy Jo Miller specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in AUBURN, Alabama for a consultation.
What are Stacy Jo Miller's credentials?
Stacy Jo Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stacy Jo Miller located?
Stacy Jo Miller is based in AUBURN, Alabama, working with BRIGHT INVESTMENTS, LLC. Their office serves clients in the AUBURN metropolitan area and surrounding communities.
How does Stacy Jo Miller charge for services?
Stacy Jo Miller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIGHT INVESTMENTS, LLC?
BRIGHT INVESTMENTS, LLC has approximately 7 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRIGHT INVESTMENTS, LLC

John Frederick Bright
AUBURN, AL
Thomas Milton Kucera
AUBURN, AL
CFA
Sarah Jane Zink
AUBURN, AL

More Advisors in AUBURN, Alabama

Theodore Robert Davis
LYONS VIEW CAPITAL, LLC·AUBURN, AL

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Research
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