John Patrick Miller

CFP

Global Assets Advisory, LLC

14 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Global Assets Advisory, LLC

Compensation

Fee-Only (AUM)

Firm Size

25 advisors

Number of Clients

1,376 clients

Average Client Portfolio

$246K average

Assets Under Management

$338.1M

Fee Structure

Minimum Investment:$50K

Location

111 North Orange Avenue, Suite 1000, Orlando, FL, 32801

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History

Regulatory History (2)

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Regulatory

December 2021

Final

Employment Separation After Allegations

November 2020

View Full SEC Report How to Read Disclosures

Other Business Activities

John is an advisor with International Assets Investment Management LLC and owner/member of Miller Wealth Management, LLC, dedicating nearly full-time hours to these roles. He also serves as a volunteer board trustee for the Atlantic Beach Police Pension, requiring minimal time.

Employment History

Current Registrations

Global Assets Advisory, LLC

August 2025 - Present · 6 mos

International Assets Investment Management, LLC

April 2021 - Present · 4 yrs 10 mos

Previous Registrations

International Assets Advisory, LLCBroker

December 2020 - November 2023 · 2 yrs 11 mos

Morgan Stanley

October 2011 - November 2020 · 9 yrs 1 mo

Morgan StanleyBroker

July 2011 - November 2020 · 9 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.