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Matthew Joseph Miller

Aprio Wealth Management, LLC

Atlanta, GA

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Current Employers
Aprio Wealth Management, Llc

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-21
GA RA APPROVED 2024-01-25
  • TX RA
    APPROVED_RES
    Since 2026-01-21
  • GA RA
    APPROVED
    Since 2024-01-25

Branch Locations

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • 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
Mercer Global Advisors Inc. Alpharetta GA 09/2015 05/2017
Rollins Financial, Inc. Atlanta GA 06/2017 06/2020
Invesco Atlanta GA 06/2020 12/2023
Aprio Wealth Management, Llc Atlanta GA 01/2024 Present
Aprio Advisory Group Atlanta GA 01/2024 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-09-08
S65 Uniform Investment Adviser Law Examination 2013-08-15
  • S63 Uniform Securities Agent State Law Examination
    2020-09-08
  • S65 Uniform Investment Adviser Law Examination
    2013-08-15
Other Names
  • Matthew Joseph Miller
  • Matthew Joseph Miller

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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