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Grayson Elizabeth Miller

Waterloo Capital

Atlanta, GA

Austin, TX

CRD 6203202

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Employer firm

Waterloo Capital CRD 133705

$2.26B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Waterloo Capital

2801 Via Fortuna Suite 250, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-07-27
  • GA RA
    APPROVED
    Since 2026-07-27

Branch Locations

Atlanta, GA • United States

2801 Via Fortuna Suite 250, Austin, TX 78746 • 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
Ubs Financial Services Inc Atlanta GA 09/2015 09/2019
Ubs Financial Services Inc. Atlanta GA 01/2019 09/2019
Goldman Sachs & Co. Llc Atlanta GA 09/2019 03/2023
Oxford Financial Group, Ltd. Atlanta GA 03/2023 08/2025
Waterloo Capital Atlanta GA 07/2026 Present
Unemployed Atlanta GA 09/2025 06/2026
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-28
  • S66 Uniform Combined State Law Examination
    2017-06-28
Other Names
  • Grayson Elizabeth Miller
  • Grayson Elizabeth Miller

View on SEC IAPD

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