Investment adviser representative · Focus Partners Wealth, LLC
Susan M. Miller
CRD 4199655 · Wellesley, MA
At a glance
Susan M. Miller is an investment adviser representative with Focus Partners Wealth, LLC in Wellesley, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Susan’s SEC record dates to 2002, about 24 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- Focus Partners Wealth, LLCSince July 2019Wellesley, MA · $182B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Susan’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
- 1 firmLocked
- 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.