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Spencer Schreiber Miller

Davinci Wealth Management, Inc.

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About Spencer Schreiber Miller

Spencer Schreiber Miller is a financial advisor with Davinci Wealth Management, Inc. based in Valencia, CA. Spencer has over 15 years of experience in the financial services industry. Spencer holds Series 7 and 66 securities licenses as well as the SIE exam. Spencer is also a Certified Financial Planner™.

Firm Information

Spencer Miller is currently registered with Davinci Wealth Management, Inc.. Davinci Wealth Management, Inc. is an investment advisor that provides financial planning, educational seminars, and portfolio management services to individuals. The firm has 2 licensed agents and 2 investment advisor representatives.

Not reported

Assets Under Management

Not reported

Total Clients

2

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Spencer Miller’s Registration & Firm History

CA

01/03/2024 - Present

Davinci Wealth Management, Inc. (VALENCIA CA)

CA

09/08/2022 - 07/05/2023

ALLSTATE FINANCIAL SERVICES, LLC (LOS ANGELES CA)

CA

01/31/2013 - 07/25/2022

WESTERN INTERNATIONAL SECURITIES, INC. (Pasadena CA)

CA

12/22/2010 - 02/04/2013

NEW ENGLAND SECURITIES (PASADENA CA)

CA

01/20/2010 - 06/14/2010

PURSHE KAPLAN STERLING INVESTMENTS (BEVERLY HILLS CA)

CA

07/27/2009 - 01/06/2010

NATIONAL PLANNING CORPORATION (CALABASAS CA)

CA

08/06/2007 - 11/05/2008

AMERIPRISE FINANCIAL SERVICES, INC. (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 12/28/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Spencer Schreiber Miller.
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