Unclaimed Profile

Tracy Ann Miller

MILLER PRIVATE WEALTH LLC·OKLAHOMA CITY, Oklahoma

Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65Clean record27 years registeredMILLER PRIVATE WEALTH LLC

5700 NW 130TH STREET, OKLAHOMA CITY, OK 73142CRD# 2398923Firm CRD# 304853

Profile Verification

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

Identity

Tracy Ann Miller · OKLAHOMA CITY, OK

Registration

CRD #2398923 · MILLER PRIVATE WEALTH LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MILLER PRIVATE WEALTH LLC

CX INSTITUTIONAL, LLC

Feb 2023 – May 2026

Oklahoma City, OK

MILLER PRIVATE WEALTH LLC

Aug 2019 – Feb 2023

OKLAHOMA CITY, OK

THIRD SEVEN ADVISORS, LLC

Oct 2018 – Sep 2019

Oklahoma City, OK

PORTFOLIO WEALTH ADVISORS

Mar 2010 – Apr 2019

ALBUQUERQUE, NM

CHARLES SCHWAB & CO., INC.

Jul 1999 – Sep 2009

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · July 27, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MILLER PRIVATE WEALTH LLC

CRD 304853 · SEC 801-117216

AUM

$183M

Regulatory assets under management

Employees

494 client accounts

Services offered by MILLER PRIVATE WEALTH LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at MILLER PRIVATE WEALTH LLC →

Introduction

Speak with Tracy

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

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

Looking for a financial advisor in OKLAHOMA CITY?

Browse all registered financial advisors in OKLAHOMA CITY, Oklahoma or claim this profile if it's yours.

Browse OKLAHOMA CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Tracy Ann Miller offer?

Tracy Ann Miller specializes in Investment Management, Fee-Only Advisory.

What are Tracy Ann Miller's credentials?

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

Where is Tracy Ann Miller located?

Tracy Ann Miller is based in OKLAHOMA CITY, Oklahoma, last registered with MILLER PRIVATE WEALTH LLC.

How does Tracy Ann Miller charge for services?

Tracy Ann 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 MILLER PRIVATE WEALTH LLC?

MILLER PRIVATE WEALTH LLC has approximately 7 employees and manages $183M 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 →