Michael Seth Miller

Employer firm

Tfo Wealth Partners CRD 124407

$5.66B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 01/2010 → Present
  Tfo Wealth Partners, Llc
  Houston, TX
• 08/2013 → Present
  Miller Grossbard Advisors, Llp
  Houston, TX

Previous Registrations

• 2009-06-23 → 2010-03-08
  Lpl Financial Llc
  Houston, TX

Other Businesses

(1) SYNERGY RISK MANAGEMENT, LTD. 600 N. SHEPHERD SUITE 200 HOUSTON, TX 77007 INVESTMENT RELATED START DATE: SEPTEMBER 2008 CHIEF OPERATING OFFICER FIXED AND INDEX LIFE INSURANCE AND ANNUITY PRODUCTS 80 HOURS PER MONTH, 40 HOURS DURING SECURITIES TRADING HOURS MILLER (2) MILLER GROSSBARD ADVISORS, LLP 600 N. SHEPHERD SUITE 200, HOUSTON TX 77007 BUSINESS ADVISORS / CPA FIRM DIRECTOR OF OPERATIONS START DATE: JUNE 2012 - PRESENT NON-INVESTMENT RELATED ASSISTS WITH GENERAL MANAGEMENT & REPORTING FUNCTIONS 40 HOURS PER MONTH, APPROXIMATELY 10 HOURS DURING SECURITIES TRADING HOURS (3) SYNERGY WEALTH PARTNERS, LLP; 600 N SHEPHERD SUITE 200 HOUSTON, TX 77007; NON-INVESTMENT RELATED; CHIEF OPERATING OFFICER; SINCE SEPTEMBER 2008; MARKETING; 0-2 HOURS PER MONTH, ALL OF WHICH ARE DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2009-06-20