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William Bridges Miller

ZWJ Investment Counsel Inc.

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About William Bridges Miller

William Bridges Miller is a registered Investment Advisor Representative with ZwJ Investment Counsel Inc. William has been active in the financial services industry since 2020 and is currently registered in Georgia. William previously worked with Goldman Sachs & Co. LLC. William earned Series 3, 7TO and SIE licenses from FINRA. William also holds a Series 63 license from FINRA and a Series 65 license from NASAA.

Firm Information

William Miller is currently registered with ZWJ Investment Counsel Inc.. ZWJ Investment Counsel Inc. is an investment advisor headquartered in Atlanta, Georgia with 12 investment adviser representatives. They provide portfolio management for individuals, businesses, and investment companies, as well as financial planning and selection of other advisers. They manage over $3.54 billion in assets for clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities. They also participate in wrap fee programs.
ZWJ Investment Counsel Inc.

75 14TH STREET NE

ATLANTA, GA 30309-7604

$3.54B

Assets Under Management

Not reported

Total Clients

11

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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William Miller’s Registration & Firm History

GA

08/01/2024 - Present

ZWJ Investment Counsel Inc. (ATLANTA GA)

GA

09/21/2020 - 04/28/2022

GOLDMAN SACHS & CO. LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 02/29/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2020

Series 3 - National Commodity Futures Examination

BC

Issued 09/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Bridges Miller.
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