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Gary Edgar Miller

MILLER GARY EDGAR·LAGUNA NIGUEL, California
Series 2, Series 7, Series 63, Series 6514 years registeredMILLER GARY EDGAR
30101 TOWN CENTER DRIVE, LAGUNA NIGUEL, CA 92677CRD# 1055826Firm CRD# 137253

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Edgar Miller · LAGUNA NIGUEL, CA
Registration
CRD #1055826 · MILLER GARY EDGAR · 14 years registered
Brand Profile
Not yet started
01

Career History

Jan 2017present
Jul 2016Jul 2021
Laguna Niguel, CA
Apr 2012Dec 2016
LAGUNA NIGUEL, CA
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 7
Series 63
Series 65
Registration record
First registered · April 4, 2012
Years registered · 14
03

Disclosure History

2015Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
MILLER GARY EDGAR
CRD 137253 · SEC 801-68123
AUM
$62M
Regulatory assets under management
Employees
1
77 client accounts
Services offered by MILLER GARY EDGAR
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Gary Edgar Miller offer?
Gary Edgar Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAGUNA NIGUEL, California for a consultation.
What are Gary Edgar Miller's credentials?
Gary Edgar Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Edgar Miller located?
Gary Edgar Miller is based in LAGUNA NIGUEL, California, working with MILLER GARY EDGAR. Their office serves clients in the LAGUNA NIGUEL metropolitan area and surrounding communities.
How does Gary Edgar Miller charge for services?
Gary Edgar Miller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILLER GARY EDGAR?
MILLER GARY EDGAR has approximately 1 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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