Unclaimed Profile

Brandon Jay Miller

BRIO CONSULTANTS, LLC·SAN FRANCISCO, California

SIE, Series 7, Series 66CFP ChFC26 years registeredBRIO CONSULTANTS, LLC

19 SUTTER STREET, SAN FRANCISCO, CA 94104CRD# 4125554Firm CRD# 289889

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brandon Jay Miller · SAN FRANCISCO, CA

Registration

CRD #4125554 · BRIO CONSULTANTS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

BRIO FINANCIAL GROUP

Oct 2017 – present

AMERIPRISE FINANCIAL SERVICES, INC.

May 2000 – Oct 2017

San Francisco, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 5, 2000

Years registered · 26

Professional designations · CFP, ChFC

Disclosure History

2011Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

BRIO CONSULTANTS, LLC

CRD 289889 · SEC 801-111830

AUM

$699M

Regulatory assets under management

Employees

2,899 client accounts

Services offered by BRIO CONSULTANTS, LLC

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

View all advisors at BRIO CONSULTANTS, LLC →

Introduction

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Frequently Asked Questions

What services does Brandon Jay Miller offer?

Brandon Jay Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Brandon Jay Miller's credentials?

Brandon Jay Miller holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brandon Jay Miller located?

Brandon Jay Miller is based in SAN FRANCISCO, California, working with BRIO CONSULTANTS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Brandon Jay Miller charge for services?

Brandon Jay 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 BRIO CONSULTANTS, LLC?

BRIO CONSULTANTS, LLC has approximately 18 employees and manages $699M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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