MILLER GARY EDGAR
Legal name: TRUSTED FINANCIAL ADVISORS
CRD #137253 SEC #801-68123 LAGUNA NIGUEL, CA 949-249-2057
SEC Registered
Total AUM
$64.6M
Discretionary
$60.9M
Employees
1
Clients
1
Accounts
83
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 15, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MILLER, GARY, EDGAR | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, GARY, EDGAR | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, GARY, EDGAR | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, GARY, EDGAR | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, GARY, EDGAR | I | PRINCIPAL | E | Control |
| MILLER, GARY, EDGAR | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, GARY, EDGAR | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, GARY, EDGAR | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, GARY, EDGAR | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, GARY, EDGAR | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 15, 2012 REGISTERED
Notice Filings (1)
CA
Address
30101 TOWN CENTER DRIVESUITE 100
LAGUNA NIGUEL, CA 92677
United States
Phone: 949-249-2057