William Howard Miller

Employer firm

Gibraltar Wealth Management, LLC CRD 124128

$213M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• WEALTH MANAGEMENT

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

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

Current Employers

Employment History

• 03/2017 → 01/2018
  H. Beck, Inc.
  Bethesda, MD
• 04/2016 → 03/2017
  Unemployed
  Chester Springs, PA
• 03/2017 → 01/2018
  Krpg Advisors, Llc
  Gaithersburg, MD
• 04/2018 → Present
  Gibraltar Wealth Management, Llc
  Jenkintown, PA

Previous Registrations

• 2017-04-14 → 2018-01-24
  Krpg Advisors, Llc
  Gaithersburg, MD
• 2017-03-22 → 2018-01-02
  Grove Point Investments, Llc
  Gaithersburg, MD
• 2010-07-20 → 2016-04-07
  Brinker Capital Inc
  Berwyn, PA

Other Businesses

KRPG ADVISORS, LLC POSITION: IAR NATURE: Investment-Related OBA not through H. Beck, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 03/22/2017-ADDRESS: 9711 Washington Blvd, Ste 420, Gaithersburg MD 20878, United States-DESCRIPTION: ERISA 3(21) and 3(38) Investment Advisory Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-19
• S63 Uniform Securities Agent State Law Examination
  1982-06-28

Other Names

• Bill Miller