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Terri Willett Miller

Commonwealth Financial Network

Waltham, MA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-24
NC RA APPROVED 2023-04-10
  • TX RA
    APPROVED_RES
    Since 2026-03-24
  • NC RA
    APPROVED
    Since 2023-04-10

Branch Locations

275 Wyman Street, Ste. 400, Waltham, MA 02451 • 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
Acsh Medical Management Llc Wilmington NC 05/2016 06/2018
Self Employed Carolina Beach NC 06/2018 10/2018
Raymond James Financial Services, Inc Carolina Beach NC 10/2018 04/2023
Commonwealth Financial Network Waltham MA 04/2023 Present
  • 05/2016 → 06/2018
    Acsh Medical Management Llc
    Wilmington, NC
  • 06/2018 → 10/2018
    Self Employed
    Carolina Beach, NC
  • 10/2018 → 04/2023
    Raymond James Financial Services, Inc
    Carolina Beach, NC
  • 04/2023 → Present
    Commonwealth Financial Network
    Waltham, MA
Previous Registrations
Other Businesses

Tax Preparation, Terri W. Miller, CPA; as of 2001; 25% of time spent during business hours; Conducted at branch; Not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-07
  • S65 Uniform Investment Adviser Law Examination
    2021-05-07
Other Names
  • Terri Susan Willett
  • Terri Willlett Miller

View on SEC IAPD

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MONTIS FINANCIAL, LLC · WALTHAM, MA
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