Unclaimed Profile

Jeffrey Neal Miller

TRIAD ADVISORS, LLC·NORCROSS, Georgia

SIE, Series 4, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 62, Series 63, Series 66, Series 79TO, Series 99TOClean record14 years registeredTRIAD ADVISORS, LLC

5155 PEACHTREE PARKWAY, NORCROSS, GA 30092CRD# 4711920Firm CRD# 25803

Profile Verification

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

Identity

Jeffrey Neal Miller · NORCROSS, GA

Registration

CRD #4711920 · TRIAD ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

FIRST COMMAND ADVISORY SERVICES

Jun 2026 – present

FIRST COMMAND BROKERAGE SERVICES, INC.

Jun 2026 – present

NFSG CORPORATION

Sep 2024 – Nov 2025

BOCA RATON, FL

KOVACK ADVISORS, INC.

Nov 2021 – Aug 2024

Land O' Lakes, FL

TRIAD ADVISORS, LLC

Oct 2018 – Oct 2021

NORCROSS, GA

INVESTMENT ADVISORS

Jul 2012 – Oct 2018

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 62

Series 63

Series 66

Series 79TO

Series 99TO

Registration record

First registered · July 13, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRIAD ADVISORS, LLC

CRD 25803 · SEC 801-55518

AUM

$1.1B

Regulatory assets under management

Employees

2,530

4,228 client accounts

Services offered by TRIAD ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRIAD ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Neal Miller offer?

Jeffrey Neal Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORCROSS, Georgia for a consultation.

What are Jeffrey Neal Miller's credentials?

Jeffrey Neal Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Neal Miller located?

Jeffrey Neal Miller is based in NORCROSS, Georgia, working with TRIAD ADVISORS, LLC. Their office serves clients in the NORCROSS metropolitan area and surrounding communities.

How does Jeffrey Neal Miller charge for services?

Jeffrey Neal 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 TRIAD ADVISORS, LLC?

TRIAD ADVISORS, LLC has approximately 2530 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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