Unclaimed Profile

Brian Gregory Miller

ZUNA, LLC·PORTLAND, Oregon

Series 65Clean record10 years registeredZUNA, LLC

3903 S KELLY AVE, PORTLAND, OR 97239CRD# 6559838Firm CRD# 306113

Profile Verification

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

Identity

Brian Gregory Miller · PORTLAND, OR

Registration

CRD #6559838 · ZUNA, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ZUNA, LLC

ZUNA, LLC

Jan 2020 – May 2020

PORTLAND, OR

DIRECTIONAL FINANCIAL SERVICES

Sep 2015 – Dec 2017

Seattle, WA

EMPIRICAL WEALTH MANAGEMENT

Sep 2015 – May 2018

Portland, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 16, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZUNA, LLC

CRD 306113 · SEC 801-117623

AUM

$290M

Regulatory assets under management

Employees

56 client accounts

Services offered by ZUNA, LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

View all advisors at ZUNA, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Gregory Miller offer?

Brian Gregory Miller specializes in Wealth Management.

What are Brian Gregory Miller's credentials?

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

Where is Brian Gregory Miller located?

Brian Gregory Miller is based in PORTLAND, Oregon, last registered with ZUNA, LLC.

How does Brian Gregory Miller charge for services?

Brian Gregory 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 ZUNA, LLC?

ZUNA, LLC has approximately 6 employees and manages $290M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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