AdvisorOS Directory
Claim Profile
Unclaimed Profile
DM

Donald Joseph Miller

MADISON SCOTTSDALE, LC·SCOTTSDALE, Arizona
Series 63, Series 65Clean record11 years registeredMADISON SCOTTSDALE, LC
8777 N. GAINEY CENTER DRIVE, SCOTTSDALE, AZ 85258CRD# 2377358Firm CRD# 114949

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Joseph Miller · SCOTTSDALE, AZ
Registration
CRD #2377358 · MADISON SCOTTSDALE, LC · 11 years registered
Brand Profile
Not yet started
01

Career History

MADISON INVESTMENT ADVISORS, LLC
Jan 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 63
Series 65
Registration record
First registered · January 16, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MADISON SCOTTSDALE, LC
CRD 114949 · SEC 801-60508
AUM
$2.1B
Regulatory assets under management
Employees
8
54 client accounts
Services offered by MADISON SCOTTSDALE, LC
Per Form ADV
Other
View all advisors at MADISON SCOTTSDALE, LC →
Introduction

Speak with Donald

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Donald is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Donald Joseph Miller offer?
Donald Joseph Miller is a registered financial advisor in SCOTTSDALE, Arizona. Contact their office for details on services offered.
What are Donald Joseph Miller's credentials?
Donald Joseph Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Joseph Miller located?
Donald Joseph Miller is based in SCOTTSDALE, Arizona, working with MADISON SCOTTSDALE, LC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Donald Joseph Miller charge for services?
Donald Joseph Miller's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MADISON SCOTTSDALE, LC?
MADISON SCOTTSDALE, LC has approximately 8 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MADISON SCOTTSDALE, LC

Jeffrey Lloyd Sims
SCOTTSDALE, AZ
Anjanette Fowler
SCOTTSDALE, AZ

More Advisors in SCOTTSDALE, Arizona

Bradley James Haines
JUNCTURE WEALTH STRATEGIES, LLC·SCOTTSDALE, AZ
Ronald Lee Shurts
SHURWEST ASSET MANAGEMENT, LLC·SCOTTSDALE, AZ
Christopher David Carnal
PROTECTIVE WEALTH MANAGEMENT, LLC·SCOTTSDALE, AZ
Philip Sargent Taylor
VOLUNTARY BENEFITS ADVISORY NETWORK, LLC·SCOTTSDALE, AZ
John Alan Bagley
STRATEGIC WEALTH ADVISORS, LLC·SCOTTSDALE, AZ
David A Jeffress
SENET CAPITAL MANAGEMENT, LLC·SCOTTSDALE, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
PHOENIX (137)TUCSON (92)MESA (26)TEMPE (18)CHANDLER (16)PEORIA (14)PRESCOTT (9)YUMA (7)FLAGSTAFF (6)GILBERT (6)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideTEMPE GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Request removal of this profile