Victoria Crissy Miller
Also appears in the source record as: Victoria Maureen Crissy; Victoria Maureen; Vicky Crissy Miller
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- SIESeries 7Series 8Series 66Series 63
- Registered states (24)
- Alabama · Arizona · California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Illinois · Indiana · Massachusetts · Michigan · Missouri · Nevada · New York · North Carolina · Ohio · Pennsylvania · Rhode Island · Tennessee · Texas · Vermont · Virginia · Washington
- Years in the industry (source record)
- 29
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Wells Fargo Advisors
- Firm CRD
- 19616
- SEC number
- 801-37967
- Assets under management
- $671.4B as of Jun 23, 2026
- Website
- www.twitter.com/WFINVESTING ↗
- Phone
- 314-875-3000
- Firm location
- St. Louis, MO, 63103-2205
Employment history (8)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
-
Ubs Financial Services Inc.Orlando, FL · IA capacityMar 12, 2014 → Jul 22, 2020
-
Ubs Financial Services Inc.Orlando, FL · BC capacityMar 11, 2014 → Jul 22, 2020
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Suntrust Investment Services, Inc.Winter Park, FL · IA capacityJan 18, 2012 → Feb 18, 2014
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Suntrust Investment Services, Inc.Winter Park, FL · BC capacityOct 5, 2011 → Feb 18, 2014
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Charles Schwab & Co., Inc.Westlake, TX · BC capacityOct 24, 1996 → Jul 7, 1999
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedNew York, NY · BC capacitySep 20, 1984 → Jul 12, 1996
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.