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Director of Operations · TED Buchan & Company

Kimberley A. Miller

CRD 6169049 · Named on Form ADV at one SEC-registered adviser

At a glance

TED Buchan & Company, an SEC-registered wealth manager based in SAN Diego, CA with $413 million in regulatory assets, lists Kimberley A. Miller on its Form ADV as Director of Operations, a control person.

Firms and roles

  • TED Buchan & CompanyDirector of OperationsWealth manager · SAN Diego, CA · $413M in regulatory assets

AtlasMembers

Kimberley’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kimberley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.