David Charles Miller

Employer firm

First Heartland Consultants, Inc. CRD 110377

$2.09B regulatory AUM 42 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 06/2017
  Calton & Associates, Inc
  New York, NY
• 06/2017 → 07/2020
  Investacorp, Inc.
  Miami, FL
• 06/2017 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  New York, NY
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  New York, NY
• 06/2024 → 03/2026
  Osaic Wealth, Inc.
  New York, NY
• 05/2026 → Present
  First Heartland Capital
  Hollywood, FL
• 05/2026 → Present
  First Heartland Consultants
  Hollywood, FL

Previous Registrations

• 2024-06-14 → 2026-03-24
  Osaic Wealth, Inc.
  Hollywood, FL
  New York, NY
• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
  New York, NY
• 2017-06-29 → 2020-07-17
  Investacorp Advisory Services Inc
  New York, NY
  New York, NY
• 2012-08-31 → 2017-06-15
  Calton & Associates, Inc.
  New York, NY
  Montclair, NJ
  Tampa, FL
  Tampa, FL
• 2002-07-29 → 2012-09-04
  Cetera Wealth Services, Llc
  New York, NY

Other Businesses

SIX ONE WEALTH MANAGEMENT LLC POSITION: agent NATURE: fixed annuities insurance life Ltc longterm care through advisors choice brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2020 ADDRESS: 233 broadway suite, suite 801, new york NY 10279, United States DESCRIPTION: marketing fixed insurance products to existing clients to help manage risk

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-08-18
• S63 Uniform Securities Agent State Law Examination
  1994-06-23