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Andrew Joseph Miller

Olio Financial Planning

Mclean, VA

CRD 5522768

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Employer firm

Olio Financial Planning CRD 282355

$601M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

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

Current Employers
Olio Financial Planning

1751 Pinnacle Drive Suite 600, Mclean, VA 22102-4007 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-01-25
NC RA APPROVED 2022-01-19
TX RA APPROVED_RES 2017-02-28
VA RA APPROVED 2016-01-20
  • OH RA
    APPROVED
    Since 2022-01-25
  • NC RA
    APPROVED
    Since 2022-01-19
  • TX RA
    APPROVED_RES
    Since 2017-02-28
  • VA RA
    APPROVED
    Since 2016-01-20

Branch Locations

1751 Pinnacle Drive Suite 600, Mclean, VA 22102-4007 • 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
Olio Financial Planning, Llc Mclean, Va VA 11/2015 Present
  • 11/2015 → Present
    Olio Financial Planning, Llc
    Mclean, Va, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-24
  • S65 Uniform Investment Adviser Law Examination
    2010-03-24
Designations
  • Certified Financial Planner
Other Names
  • Andrew J. Miller

View on SEC IAPD

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