Unclaimed Profile

Bert Earl Miller

MILLER-GREEN FINANCIAL SERVICES, INC·THE WOODLANDS, Texas

Series 7, Series 24, Series 63, Series 6523 years registeredMILLER-GREEN FINANCIAL SERVICES, INC

1330 LAKE ROBBINS DRIVE, THE WOODLANDS, TX 77380CRD# 1145903Firm CRD# 110949

Profile Verification

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

Identity

Bert Earl Miller · THE WOODLANDS, TX

Registration

CRD #1145903 · MILLER-GREEN FINANCIAL SERVICES, INC · 23 years registered

Brand Profile

Not yet started

Career History

MILLER WEALTH ADVISORS, LLC

May 2014 – present

SANDERS MORRIS HARRIS INC.

Mar 2007 – Apr 2014

THE WOODLANDS, TX

SMH CAPITAL ADVISORS, INC.

Mar 2005 – Dec 2006

HOUSTON, TX

MILLER-GREEN FINANCIAL SERVICES, INC

Jan 2003 – Apr 2014

THE WOODLANDS, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 23, 2003

Years registered · 23

Disclosure History

2004Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MILLER-GREEN FINANCIAL SERVICES LLC

CRD 110949 · SEC 801-60054

AUM

$50M

Regulatory assets under management

Employees

66 client accounts

Services offered by MILLER-GREEN FINANCIAL SERVICES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MILLER-GREEN FINANCIAL SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Bert Earl Miller offer?

Bert Earl Miller specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.

What are Bert Earl Miller's credentials?

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

Where is Bert Earl Miller located?

Bert Earl Miller is based in THE WOODLANDS, Texas, working with MILLER-GREEN FINANCIAL SERVICES, INC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.

How does Bert Earl Miller charge for services?

Bert Earl Miller's firm is compensated through percentage of aum, subscription fees, other: may be compensated for seminars. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MILLER-GREEN FINANCIAL SERVICES, INC?

MILLER-GREEN FINANCIAL SERVICES, INC has approximately 6 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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