Unclaimed Profile

Steve Bradford Miller

EFFICIENT ADVISORS, LLC·PHILADELPHIA, Pennsylvania

Series 65Clean record22 years registeredEFFICIENT ADVISORS, LLC

1801 MARKET STREET, PHILADELPHIA, PA 19103CRD# 2941806Firm CRD# 150144

Profile Verification

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

Identity

Steve Bradford Miller · PHILADELPHIA, PA

Registration

CRD #2941806 · EFFICIENT ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

ASSETMARK, INC.

Jun 2026 – present

EFFICIENT ADVISORS

May 2021 – Jun 2026

Cincinnati, OH

SOWELL MANAGEMENT

Dec 2018 – Dec 2023

NORTH LITTLE ROCK, AR

MATSON MONEY, INC.

Jul 2004 – Jun 2018

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 13, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EFFICIENT ADVISORS, LLC

CRD 150144 · SEC 801-70110

AUM

$2.4B

Regulatory assets under management

Employees

15,510 client accounts

Services offered by EFFICIENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EFFICIENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Steve Bradford Miller offer?

Steve Bradford Miller specializes in Financial Planning, Investment Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are Steve Bradford Miller's credentials?

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

Where is Steve Bradford Miller located?

Steve Bradford Miller is based in PHILADELPHIA, Pennsylvania, working with EFFICIENT ADVISORS, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does Steve Bradford Miller charge for services?

Steve Bradford Miller's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EFFICIENT ADVISORS, LLC?

EFFICIENT ADVISORS, LLC has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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