William Craig Miller

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-10-30
MA	RA	APPROVED	2025-05-07
PA	RA	APPROVED	2024-01-16
TX	RA	APPROVED	2023-03-02
NC	RA	APPROVED	2023-01-13
NJ	RA	APPROVED	2022-04-25
SC	RA	APPROVED	2021-06-10
DC	RA	APPROVED	2019-03-26
MI	RA	APPROVED	2019-01-03
CA	RA	APPROVED	2006-10-04
AZ	RA	APPROVED	2006-06-14
FL	RA	APPROVED	2006-05-12

NY RA
APPROVED

Since 2025-10-30
MA RA
APPROVED

Since 2025-05-07
PA RA
APPROVED

Since 2024-01-16
TX RA
APPROVED

Since 2023-03-02
NC RA
APPROVED

Since 2023-01-13
NJ RA
APPROVED

Since 2022-04-25
SC RA
APPROVED

Since 2021-06-10
DC RA
APPROVED

Since 2019-03-26
MI RA
APPROVED

Since 2019-01-03
CA RA
APPROVED

Since 2006-10-04
AZ RA
APPROVED

Since 2006-06-14
FL RA
APPROVED

Since 2006-05-12

Branch Locations

1001 W. Yamato Rd., Ste. 306, Boca Raton, FL 33431 • 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

Organization	City	State	From	To
Valmark Securities, Inc.	Akron	OH	05/2006	Present
Valmark Advisors Inc.	Delray Beach	FL	05/2006	Present

05/2006 → Present

Valmark Securities, Inc.

Akron, OH
05/2006 → Present

Valmark Advisors Inc.

Delray Beach, FL

Previous Registrations

2005-05-27 → 2006-05-24

Signator Investors, Inc.

Delray Beach, FL

Other Businesses

1. RECEIVE RENEWAL COMMISSIONS FROM DISBILITY INSURANCE COMPANIES./// 2. MILLER WEALTH ADVISORS, LLC; FINANCIAL SERVICES CONSULTING; OWNER AND MANAGING MEMBER; INVESTMENT RELATED/// 3. Greater Boca Raton Estate Planning Council, Board Member, Estate Planning networking and education for professionals, Membership and Programming committees, started September 2020, 6-10 hours per month, no compensation.///

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-07-02
S63	Uniform Securities Agent State Law Examination	1994-03-29

S65 Uniform Investment Adviser Law Examination

1999-07-02
S63 Uniform Securities Agent State Law Examination

1994-03-29

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Bill Miller
William C Miller

View on SEC IAPD