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Matthew Joseph Miller

Aprio Wealth Management, LLC

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About Matthew Joseph Miller

Matthew Joseph Miller is a financial advisor with Aprio Wealth Management, LLC. Matthew is licensed in the state of Georgia as an Investment Advisor Representative. Matthew also holds FINRA Series 63, Series 65, Series 7TO and SIE licenses. Matthew has over eight years of experience in the financial services industry. Prior to joining Aprio Wealth Management, LLC, Matthew worked at Invesco Distributors, Inc. and Mercer Global Advisors Inc. Matthew is also an advisor for Aprio, LLP.

Firm Information

Matthew Miller is currently registered with Aprio Wealth Management, LLC. Aprio Wealth Management, LLC is an investment advisory firm headquartered in Atlanta, Georgia. They manage over $1 billion in assets for clients such as high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars.
Aprio Wealth Management, LLC

2002 SUMMIT BOULEVARD

ATLANTA, GA 30319

$1.84B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Miller’s Registration & Firm History

GA

01/25/2024 - Present

Aprio Wealth Management, LLC (ATLANTA GA)

GA

08/21/2020 - 12/18/2023

INVESCO DISTRIBUTORS, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 09/08/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/15/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Joseph Miller.
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