Claim Profile
Unclaimed Profile
EM

Eugene William Miller

SWAN WEALTH ADVISORS, LLC·DURANGO, Colorado
Series 65Clean record8 years registeredSWAN WEALTH ADVISORS, LLC
1099 MAIN AVE., DURANGO, CO 81301CRD# 6861741Firm CRD# 292755

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eugene William Miller · DURANGO, CO
Registration
CRD #6861741 · SWAN WEALTH ADVISORS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

Nov 2017present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 9, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SWAN WEALTH ADVISORS, LLC
CRD 292755 · SEC 801-112612
AUM
$86M
Regulatory assets under management
Employees
3
37 client accounts
Services offered by SWAN WEALTH ADVISORS, LLC
Per Form ADV
Other
Introduction

Speak with Eugene

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

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

Looking for a financial advisor in DURANGO?

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

05

Frequently Asked Questions

What services does Eugene William Miller offer?
Eugene William Miller is a registered financial advisor in DURANGO, Colorado. Contact their office for details on services offered.
What are Eugene William Miller's credentials?
Eugene William Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eugene William Miller located?
Eugene William Miller is based in DURANGO, Colorado, working with SWAN WEALTH ADVISORS, LLC. Their office serves clients in the DURANGO metropolitan area and surrounding communities.
How does Eugene William Miller charge for services?
Eugene William 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 SWAN WEALTH ADVISORS, LLC?
SWAN WEALTH ADVISORS, LLC has approximately 3 employees and manages $86M 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 →