Todd Ryan Miller

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 04/2016 → Present
  Nylife Securities, Llc
  Arvada, CO
• 03/2016 → Present
  New York Life Insurance
  Arvada, CO
• 08/2013 → 03/2018
  Brighton High School - School District 27 J
  Brighton, CO
• 05/2025 → Present
  Eagle Strategies Llc
  Denver, CO
• 01/2026 → Present
  Greenstone Financial Llc
  Denver, CO

Other Businesses

[NAIFA; I work with the advocacy board of directors. Organization advocate for the insurance and financial professionals in Colorado.; PO box 630845, Littleton, CO, 80163; Start Date 10/2023; Role/Title: Board Member; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Greenstone Financial, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DENVER CO; START DATE: 01/2026] [Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 2000 S. Colorado Blvd. Suite 1100, Tower 2; Start Date 01/2026; Role/Title: Financial Advisor; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2025-05-14
• S63 Uniform Securities Agent State Law Examination
  2017-06-15