Unclaimed Profile

Kim Maureen Miller

VESTORY, LLC·BELLEVUE, Washington

Series 63, Series 65Clean record12 years registeredVESTORY, LLC

2821 NORTHUP WAY, BELLEVUE, WA 98004CRD# 4488984Firm CRD# 151858

Profile Verification

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

Identity

Kim Maureen Miller · BELLEVUE, WA

Registration

CRD #4488984 · VESTORY, LLC · 12 years registered

Brand Profile

Not yet started

Career History

VIEWPOINT ADVISORY, LLC

Oct 2019 – present

VESTORY, LLC

Oct 2015 – Nov 2019

BELLEVUE, WA

VESTORY, LLC

Oct 2013 – Aug 2015

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · October 30, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VESTORY, LLC

CRD 151858 · SEC 801-96174

AUM

$456M

Regulatory assets under management

Employees

2,196 client accounts

Services offered by VESTORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VESTORY, LLC →

Introduction

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Frequently Asked Questions

What services does Kim Maureen Miller offer?

Kim Maureen Miller specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Kim Maureen Miller's credentials?

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

Where is Kim Maureen Miller located?

Kim Maureen Miller is based in BELLEVUE, Washington, working with VESTORY, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Kim Maureen Miller charge for services?

Kim Maureen 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 VESTORY, LLC?

VESTORY, LLC has approximately 15 employees and manages $456M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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