Unclaimed Profile

Evan Zackary Miller

FMB WEALTH MANAGEMENT·WESTLAKE VILLAGE, California

SIE, Series 7, Series 7TO, Series 63, Series 66CFPClean record22 years registeredFMB WEALTH MANAGEMENT

100 N. WESTLAKE BLVD., SUITE 201, WESTLAKE VILLAGE, CA 91362CRD# 4696691Firm CRD# 122309

Profile Verification

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

Identity

Evan Zackary Miller · WESTLAKE VILLAGE, CA

Registration

CRD #4696691 · FMB WEALTH MANAGEMENT · 22 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Sep 2025 – present

AVANTAX ADVISORY SERVICES

Jan 2025 – Sep 2025

Westlake Village, CA

FMB RETIREMENT SERVICES

Jul 2012 – Sep 2023

WESTLAKE VILLAGE, CA

FMB WEALTH MANAGEMENT

Feb 2005 – Sep 2023

WESTLAKE VILLAGE, CA

FINANCIAL WEST INVESTMENT GROUP, INC.

Jul 2004 – May 2005

WESTLAKE VILLAGE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · July 16, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FMB WEALTH MANAGEMENT

CRD 122309 · SEC 801-61556

AUM

$452M

Regulatory assets under management

Employees

794 client accounts

Services offered by FMB WEALTH MANAGEMENT

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FMB WEALTH MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Evan Zackary Miller offer?

Evan Zackary Miller specializes in Investment Management, Fee-Only Advisory. Contact their office in WESTLAKE VILLAGE, California for a consultation.

What are Evan Zackary Miller's credentials?

Evan Zackary Miller holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Evan Zackary Miller located?

Evan Zackary Miller is based in WESTLAKE VILLAGE, California, working with FMB WEALTH MANAGEMENT. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.

How does Evan Zackary Miller charge for services?

Evan Zackary 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 FMB WEALTH MANAGEMENT?

FMB WEALTH MANAGEMENT has approximately 12 employees and manages $452M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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