Chief Compliance Officer

Daniel (Danny) Miller is the Chief Compliance Officer at Oakpoint Advisors, where he leads the firm’s regulatory and compliance initiatives. Prior to joining Oakpoint, he worked alongside top financial services firms in the Tampa Bay area, gaining extensive experience in both regulatory compliance and the retail sector. His deep understanding of industry regulations, paired with hands-on expertise, distinguishes him as a trusted leader in the compliance field and a key contributor to Oakpoint’s continued success.

 

Daniel earned a Bachelor of Science in Finance with a minor in Accounting from the University of South Florida. He also holds active FINRA licenses, including the Series 7, 24, and 63.