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Matthew Scott Miller

HALLETT & ASSOCIATES, P.S.·PORT ANGELES, Washington
SIE, Series 7, Series 65, Series 66Clean record20 years registeredHALLETT & ASSOCIATES, P.S.
321 EAST FIRST STREET, PORT ANGELES, WA 98362-0338CRD# 5085796Firm CRD# 115970

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Scott Miller · PORT ANGELES, WA
Registration
CRD #5085796 · HALLETT & ASSOCIATES, P.S. · 20 years registered
Brand Profile
Not yet started
01

Career History

UPLEFT ASSET MANAGEMENT
Nov 2018 – present
HALLETT ADVISORS
Feb 2016 – Aug 2018
PORT ANGELES, WA
SEI INVESTMENTS MANAGEMENT CORP
Jun 2012 – Jan 2016
ENGLEWOOD, CO
WELLS FARGO ADVISORS, LLC
Jan 2008 – Oct 2009
MARIETTA, GA
A. G. EDWARDS & SONS, INC.
Apr 2006 – Jan 2008
MARIETTA, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Series 66
Registration record
First registered · April 4, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HALLETT & ASSOCIATES, P.S.
CRD 115970 · SEC 801-60935
AUM
$105M
Regulatory assets under management
Employees
1
796 client accounts
Services offered by HALLETT & ASSOCIATES, P.S.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HALLETT & ASSOCIATES, P.S. →
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Frequently Asked Questions

What services does Matthew Scott Miller offer?
Matthew Scott Miller specializes in Financial Planning, Investment Management. Contact their office in PORT ANGELES, Washington for a consultation.
What are Matthew Scott Miller's credentials?
Matthew Scott Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Scott Miller located?
Matthew Scott Miller is based in PORT ANGELES, Washington, working with HALLETT & ASSOCIATES, P.S.. Their office serves clients in the PORT ANGELES metropolitan area and surrounding communities.
How does Matthew Scott Miller charge for services?
Matthew Scott 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 HALLETT & ASSOCIATES, P.S.?
HALLETT & ASSOCIATES, P.S. has approximately 1 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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