John
Miller

Empirical Wealth Management

CRD#6872220
Investment Advisor
in Seattle, WA

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About this Advisor

John Miller is a financial advisor operating in Seattle, Washington with a total of 5 years of relevant experience. Miller currently works for Empirical Wealth Management. Over the course of their career, Miller has held roles at Empirical Wealth Management, University Of Washington, Target, Servepro, Round Table Pizza, Ross and Glacier Peak High School. Miller holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Alaska, California, Oregon and Washington. Empirical Wealth Management is a financial advisory firm operating out of Seattle, WA. The firm has offices in 11 locations and a total of 65 people on staff. It manages $4 billion in assets between its 6,280 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 6,280 accounts, 62% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice typically depend on which services the firm provides the client. However, fee types billed by Empirical Wealth Management can be comprised of some combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1420 5Th Ave Suite 3150
Seattle, WA 98101

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Empirical Wealth Management Brokerage Details

Total Assets Under Management

$4,178,934,091

WA Average: $3,566,627,242
Total Number of Employees

65

WA Average: 46
Total Number of Accounts

6,280

WA Average: 1,499
Average Account Size

$665,435

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

John Miller Work History

John has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Empirical Wealth Management

2016 - 2017 (1 year)

Empirical Wealth Management

2016 - 2017 (1 year)

University Of Washington

2015 - 2016 (1 year)

Target

2014 - 2015 (1 year)

Servepro

2014 - 2014 (< 1 year)

Round Table Pizza

2014 - 2014 (< 1 year)

Ross

2014 - 2017 (3 years)

University Of Washington

2010 - 2014 (4 years)

Glacier Peak High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Empirical Wealth Management

Kevin Byrd
Seattle, WA
Jason Sulkosky
Seattle, WA
Alex Medin
Irvine, CA
Robert Thomas
Seattle, WA
Lindsay Farnsworth
Seattle, WA
Dustin Rue
Portland, OR
Yinjie Shi
Seattle, WA
Michael Kelly
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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