Matthew Harrison Miller

Employer firm

Focus Advisor Solutions, LLC CRD 143319

$41.5B regulatory AUM 1,716 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 10/2017
  Rowland Carmichael Advisors, Inc.
  Phoenix, AZ
• 05/2016 → 09/2016
  N/A
  Phoenix, AZ
• 03/2019 → 03/2021
  Continuum Capital Management
  Boise, ID
• 04/2021 → 06/2022
  Versant Capital Management
  Phoenix, AZ
• 10/2017 → 02/2019
  Calranch
  Prescott, AZ
• 07/2022 → Present
  Focus Advisor Solutions, Llc
  Anthem, AZ
• 10/2022 → Present
  Foreside Financial Services, Llc
  Anthem, AZ

Previous Registrations

• 2021-05-13 → 2022-07-13
  Versant Capital Management, Inc.
  Phoenix, AZ
• 2016-10-20 → 2017-05-08
  Rowland Carmichael Advisors Inc
  Scottsdale, AZ
• 2015-03-04 → 2016-05-16
  Sjs Investment Services
  Phoenix, AZ
• 2006-09-15 → 2014-06-04
  Dimensional Fund Advisors Lp
  Austin, TX
• 2004-08-11 → 2005-07-26
  Miller/Russell & Associates, Inc.
  Phoenix, AZ
• 2002-01-01 → 2004-08-25
  Miller/Russell & Associates Inc
  Phoenix, AZ

Other Businesses

Focus Advisor Solutions, LLC; Investment Related; Wealth Management; Anthem, AZ; 7/22 Start Date; Regional Director; Manage a small sales team that services advisors; 160 hours per month, 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-05
• S66 Uniform Combined State Law Examination
  2006-02-17
• S65 Uniform Investment Adviser Law Examination
  2001-10-05

Other Names

• Matt Miller
• Matthew Miller
• Matthew H Miller
• Matt Harrison Miller
• Mattew Harrison Miller
• Matthew Harrison Miller