Trustee · Keystate Advisory, LLC
Nicholas R. Miller
CRD 5879249 · Named on Form ADV at one SEC-registered adviser
At a glance
Keystate Advisory, LLC, an SEC-registered asset manager based in LAS Vegas, NV with $16.6 billion in regulatory assets, lists Nicholas R. Miller on its Form ADV as Trustee, a control person.
Firms and roles
- Keystate Advisory, LLCTrusteeAsset manager · LAS Vegas, NV · $17B in regulatory assets
AtlasMembers
Nicholas’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
- Locked
- Control-person status
- 1 firmLocked
- 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 (6)
- Joshua C. MillerChief Compliance Officer & CEO, Keystate Advisory, LLC
- Larry M. WoodExecutive Vice President, Keystate Advisory, LLC
- Monte L. MillerExecutive Chairman, Keystate Advisory, LLC
- Ivan S. FarrisSenior Vice President, Keystate Advisory, LLC
- Gayle EspinosaChief Financial Officer, Keystate Advisory, LLC
1 more person named with Nicholas on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nicholas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.