Matthew Joseph Miller

Employer firm

Aprio Wealth Management, LLC CRD 127333

$4.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 09/2015 → 05/2017
  Mercer Global Advisors Inc.
  Alpharetta, GA
• 06/2017 → 06/2020
  Rollins Financial, Inc.
  Atlanta, GA
• 06/2020 → 12/2023
  Invesco
  Atlanta, GA
• 01/2024 → Present
  Aprio Wealth Management, Llc
  Atlanta, GA
• 01/2024 → Present
  Aprio Advisory Group
  Atlanta, GA

Previous Registrations

• 2020-06-25 → 2023-12-18
  Invesco Advisers, Inc.
  Atlanta, GA
• 2017-12-14 → 2020-06-25
  Rollins Financial Inc
  Atlanta, GA
• 2015-04-27 → 2017-05-25
  Mercer Global Advisors Inc.
  Alpharetta, GA
• 2013-10-10 → 2014-11-14
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Acworth, GA
• 2013-08-16 → 2013-09-27
  Nestwise Llc
  Greenwood Village, CO
  Boston, MA

Exams

• 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