TrueAdvisor
TrueAdvisor
CM
CM

Chad Michael Miller

Seia
11 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Seia
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
8,772 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$18.7B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee

Location

610 Newport Center Drive, Suite 300, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Chad works as a financial advisor at SEIA, LLC, dedicating full-time hours to managing client portfolios and bringing in new business.

Employment History
Current Registrations
Signature Estate Securities, LLCBroker
August 2023 - Present · 2 yrs 6 mos
Seia
July 2015 - Present · 10 yrs 7 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2018 - August 2023 · 4 yrs 9 mos
Signator Investors, INC.Broker
July 2015 - November 2018 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2014 - May 2015 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2014 - May 2015 · 1 yr 3 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.