Steven Ray Miller

Current Employers

Employment History

• 06/1996 → Present
  Miller & Associates, P.C.
  Forest, VA
• 03/2011 → 12/2016
  Triad Advisors, Inc.
  Norcross, GA
• 07/2016 → 04/2020
  James River Advisors
  Forest, VA
• 04/2020 → 10/2023
  Claraphi Advisory Network, Llc
  Aliso Viejo, CA
• 10/2023 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2020-04-30 → 2023-12-31
  Claraphi Advisory Network, Llc
  Forest, VA
  Aliso Viejo, CA
• 2016-08-04 → 2020-04-03
  James River Advisors
  Forest, VA
  Lynchburg, VA
• 2011-03-28 → 2016-12-31
  Triad Advisors Llc
  Atlanta, GA
  Forest, VA
• 1998-06-29 → 2011-04-01
  Avantax Advisory Services
  Forest, VA

Other Businesses

1.Mr. Miller uses Cypress Wealth Partners, LLC as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Miller is registered at, and is related to his investment services practice. Mr. Miller devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Miller devotes to activity providing investment services through PAG. 2.Mr. Miller provides tax advice and tax preparation services, but any such tax advice and tax preparation services is separate and apart from investment advisory services that Mr. Miller provides through Private Advisor Group.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-03
• S63 Uniform Securities Agent State Law Examination
  1997-01-31

Other Names

• Steven R. Miller