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Adam J. Miller

Elderado Financial, Inc

Montrose, CO

CRD 5317765

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Employer firm

Elderado Financial, Inc CRD 112908

$237M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Elderado Financial, Inc

1030 S. Townsend Ave Suite A, Montrose, CO 81401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2012-03-13
CO RA APPROVED 2007-07-20
  • TX RA
    APPROVED_RES
    Since 2012-03-13
  • CO RA
    APPROVED
    Since 2007-07-20

Branch Locations

1030 S. Townsend Ave Suite A, Montrose, CO 81401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elderado Financial Montrose CO 03/2007 Present
Perspective Financial,Llc Montrose CO 07/2018 Present
  • 03/2007 → Present
    Elderado Financial
    Montrose, CO
  • 07/2018 → Present
    Perspective Financial,Llc
    Montrose, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-19
  • S65 Uniform Investment Adviser Law Examination
    2007-07-19
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

HIGH COUNTRY CAPITAL MANAGEMENT
EDWARD JONES
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Nearby Investors

JASON GABRIEL NAPOLI
JUSTIN RUBETI MCKENNA
Benjamin Jensen

Nearby Offices

HIGH COUNTRY CAPITAL MANAGEMENT · MONTROSE, CO
EDWARD JONES · Montrose, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Montrose, CO

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