David Miller

MBA
Personal Finance, Retirement, Investing
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“With 15 years of experience in the financial industry, David Miller offers innovative, sophisticated, and customized solutions to help clients accumulate, manage, and preserve wealth in their businesses and in their personal estates.”
Firm:

Auctus Advisors

Job Title:

Managing Partner

Biography:

As the founder and Managing Partner of Auctus Advisors, Mr. Miller maintains overall responsibility for all client outcomes. With his 15 years plus of experience in wealth and investment management he has built the foundation to be his clients' most Trusted Advisor. He brings customized, analytical, and proven processes in both planning and investment management to help his clients navigate the financial landscape.

He started his career as an analyst with an investment management firm in Washington D.C., while there he was tasked with research and analysis of portfolio holdings. In 2005, he joined Northwestern Mutual and a d/b/a of the firm, Powell Financial. He helped take Powell Financial, Inc. private in 2007, forming their own Registered Investment Advisor, and specializing as a full service wealth management firm. He spent 9 years there as a partner and the dynamic center of the firm helping oversee the firm’s investment and planning process. He spent the last 2 years as Managing Director of MBL Advisors, a boutique advisory firm within McColl Brothers Lockwood, the family office established by Hugh L. McColl Jr., former Chairman and CEO of Bank of America. Due to continued regulatory reform, and the desire to be a fee only investment firm, he founded Auctus Advisors and spun out his investment practice, retaining key members of his team.


He earned his B.A. degree from Pfeiffer University; attending on a 4 year soccer scholarship. He later earned his M.B.A in Finance from East Carolina’s College of Business.

Education:

MBA, Finance, East Carolina's College of Business

Assets Under Management:

$100 million

Fee Structure:

Fee Only

CRD Number:

4819204

Insurance License:

#Yes

Disclaimer:

AUCTUS ADVISORS IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN.

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