Investment adviser representative · Origin Investment Advisory LLC
Marcus P. Miller
CRD 7339646 · Middleburg, FL
At a glance
Marcus P. Miller is an investment adviser representative with Origin Investment Advisory LLC in Middleburg, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Marcus’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Origin Investment Advisory LLCSince November 2022Middleburg, FL · $35M in regulatory assets
- Mainstay CapitalSince June 2021Lakeland, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Marcus’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.