Best Investors Account Sign in
Inactive

Rebecca Lynn Miller

Ae Wealth Management, LLC

Palm Beach Gardens, FL

Claim This Profile
Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-10
  • FL RA
    APPROVED
    Since 2025-09-10

Branch Locations

800 Village Square Crossing Ste 220, Palm Beach Gardens, FL 33410 • 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
Ae Wealth Management, Llc Topeka KS 09/2025 Present
Dynamic Wealth Strategies, Inc New York NY 04/2015 Present
Other Businesses

1) Dynamic Wealth Strategies, Inc; Yes Investment Related; 800 Village Square Crossing, Ste 220 Palm Beach Gardens, FL 33410; Insurance and Investments Planning; Insurance Producer; 10/2015; 180hrs/Mo; 120hrs/Mo during Securities Trading Hours. Meet with clients and prospects to discuss financial planning. 2) Bartau, LLC; Not Investment Related; 73 Kinney Ave Mt. Pocono, PA 18344; Rental Property; Partner; 10/2019; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-22
  • S65 Uniform Investment Adviser Law Examination
    2024-11-22

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Palm Beach Gardens, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor