Claim Profile
Unclaimed Profile
BM

Brian Scott Miller

PENINSULA ASSET MANAGEMENT INC·BRADENTON, Florida
Series 6, Series 22, Series 63, Series 65Clean record27 years registeredPENINSULA ASSET MANAGEMENT INC
1001 3RD AVENUE WEST, BRADENTON, FL 34205CRD# 1702414Firm CRD# 108600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Scott Miller · BRADENTON, FL
Registration
CRD #1702414 · PENINSULA ASSET MANAGEMENT INC · 27 years registered
Brand Profile
Not yet started
01

Career History

May 1999present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 22
Series 63
Series 65
Registration record
First registered · May 25, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PENINSULA ASSET MANAGEMENT INC
CRD 108600 · SEC 801-17065
AUM
$256M
Regulatory assets under management
Employees
3
191 client accounts
Services offered by PENINSULA ASSET MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
Introduction

Speak with Brian

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

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

Looking for a financial advisor in BRADENTON?

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

05

Frequently Asked Questions

What services does Brian Scott Miller offer?
Brian Scott Miller specializes in Investment Management, Fee-Only Advisory. Contact their office in BRADENTON, Florida for a consultation.
What are Brian Scott Miller's credentials?
Brian Scott Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Scott Miller located?
Brian Scott Miller is based in BRADENTON, Florida, working with PENINSULA ASSET MANAGEMENT INC. Their office serves clients in the BRADENTON metropolitan area and surrounding communities.
How does Brian Scott Miller charge for services?
Brian Scott 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 PENINSULA ASSET MANAGEMENT INC?
PENINSULA ASSET MANAGEMENT INC has approximately 3 employees and manages $256M 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 →