Unclaimed Profile

William Press Miller

PATTON ALBERTSON MILLER GROUP, LLC·CHATTANOOGA, Tennessee

Series 3, Series 7, Series 63Clean record22 years registeredPATTON ALBERTSON MILLER GROUP, LLC

605 CHESTNUT STREET, CHATTANOOGA, TN 37450CRD# 1570584Firm CRD# 281558

Profile Verification

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

Identity

William Press Miller · CHATTANOOGA, TN

Registration

CRD #1570584 · PATTON ALBERTSON MILLER GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PATTON ALBERTSON MILLER GROUP, LLC

PATTON ALBERTSON MILLER GROUP, LLC

Jan 2018 – Oct 2018

Atlanta, GA

PATTON ALBERTSON MILLER GROUP, LLC

Dec 2015 – Dec 2017

Atlanta, GA

PATTON ALBERTSON & MILLER LLC

Aug 2003 – Nov 2015

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Registration record

First registered · August 29, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATTON ALBERTSON MILLER GROUP, LLC

CRD 281558 · SEC 801-106877

AUM

$1.3B

Regulatory assets under management

Employees

1,545 client accounts

Services offered by PATTON ALBERTSON MILLER GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PATTON ALBERTSON MILLER GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does William Press Miller offer?

William Press Miller specializes in Financial Planning, Investment Management.

What are William Press Miller's credentials?

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

Where is William Press Miller located?

William Press Miller is based in CHATTANOOGA, Tennessee, last registered with PATTON ALBERTSON MILLER GROUP, LLC.

How does William Press Miller charge for services?

William Press 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 PATTON ALBERTSON MILLER GROUP, LLC?

PATTON ALBERTSON MILLER GROUP, LLC has approximately 24 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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