Unclaimed Profile

Andrew William Miles

GREEN VISTA ASSET MANAGEMENT LLC·WINTER PARK, Florida

SIE, Series 7, Series 24, Series 6612 years registeredGREEN VISTA ASSET MANAGEMENT LLC

222 N. PARK AVENUE, WINTER PARK, FL 32789CRD# 5986774Firm CRD# 296855

Profile Verification

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

Identity

Andrew William Miles · WINTER PARK, FL

Registration

CRD #5986774 · GREEN VISTA ASSET MANAGEMENT LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GREEN VISTA ASSET MANAGEMENT LLC

THE STRATEGIC FINANCIAL ALLIANCE

Oct 2013 – Jul 2018

VERO BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · October 14, 2013

Years registered · 12

Disclosure History

2026Customer Dispute·Pending

2025Customer Dispute·Pending

2025Customer Dispute·Settled

2024Customer Dispute·Pending

2024Customer Dispute·Settled

2023Customer Dispute·Settled

2022Customer Dispute·Settled

2021Customer Dispute·Settled

2020Customer Dispute·Pending

2019Customer Dispute·Pending

2019Customer Dispute·Settled

24 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

GREEN VISTA ASSET MANAGEMENT LLC

CRD 296855 · SEC 801-113691

AUM

$4M

Regulatory assets under management

Employees

28 client accounts

Services offered by GREEN VISTA ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GREEN VISTA ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Andrew William Miles offer?

Andrew William Miles specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Andrew William Miles's credentials?

Andrew William Miles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew William Miles located?

Andrew William Miles is based in WINTER PARK, Florida, last registered with GREEN VISTA ASSET MANAGEMENT LLC.

How does Andrew William Miles charge for services?

Andrew William Miles'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 GREEN VISTA ASSET MANAGEMENT LLC?

GREEN VISTA ASSET MANAGEMENT LLC has approximately 3 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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