Marc Allen Miller

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2013 → 09/2024
  Raymond James & Associates, Inc.
  Port Charlotte, FL
• 09/2024 → Present
  Raymond James Financial Services, Inc.
  Lakewood Ranch, FL
• 09/2024 → Present
  Raymond James Financial Advisors Services, Inc
  Lakewood Ranch, FL

Previous Registrations

• 2013-02-13 → 2024-09-24
  Raymond James & Associates, Inc.
  Port Charlotte, FL
  Sarasota, FL
  Port Charlotte, FL
• 2008-11-03 → 2013-02-13
  Morgan Keegan & Company, Llc
  Sarasota, FL
  Port Charlotte, FL
• 2007-06-01 → 2008-11-07
  Edward Jones
  Port Charlotte, FL

Other Businesses

(1)Name of Business: M&M Wealth Advisors Address: 8470 Enterprise Cir Ste 310, Lakewood Ranch, FL, 34202-4102, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/19/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I plan to use the name to market my business with my son

Exams

• S66 Uniform Combined State Law Examination
  2007-05-29
• S63 Uniform Securities Agent State Law Examination
  2002-06-07