Davied M. Miller

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 07/2016 → 04/2019
  Pronto Urgent Care
  Ft Lauderdale, FL
• 07/2019 → 04/2020
  David Lerner Associates
  Boca Raton, FL
• 10/2016 → 04/2021
  Grand Floridian Real Estate
  Boca Raton, FL
• 04/2021 → 04/2026
  Fidelity Investments
  Deerfield Beach, FL
• 03/2025 → 04/2026
  Fidelity Investments
  Boston, MA
• 08/2026 → Present
  Creativeone Wealth, Llc
  Overland Park, KS
• 10/2014 → 07/2017
  Navigator Group Purchasing
  Parsippany, NJ
• 06/2026 → Present
  Durhamloyal Wealth Management
  Pembroke Pines, FL

Previous Registrations

• 2025-03-31 → 2026-05-01
  Strategic Advisers Llc
  Deerfield Beach, FL
  Boston, MA
• 2023-06-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Deerfield Beach, FL

Other Businesses

1.) Durhamloyal Wealth Management; investment related; 2250 NW 136th Ave Suite 105 Pembroke Pines, FL 33028; Insurance business mostly annuities; Advisor; 06/2026; 175 hrs/mo; 104 hrs/mo; Sell insurance products mostly annuities

Exams

• S66 Uniform Combined State Law Examination
  2023-06-07
• S63 Uniform Securities Agent State Law Examination
  2019-07-29

Other Names

• Davied Miller