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DANIEL MILLER

Chief Compliance Officer
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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.

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100 South Ashley Drive, Suite 1130, Tampa, Fl. 33602

info@oakpointadv.com  |  +1 (212) 588-6400

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Learn about our firm’s background and Investment Professionals on FINRA's BrokerCheck.

 

Securities offered through Oakpoint Solutions, LLC., doing business as Oakpoint Advisors, LLC, member FINRA/SIPC.

 

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

 

Oakpoint Advisors may only transact business or render investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results, and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Oakpoint Advisors, LLC ADV Part 3 [Client Relationship Summary or Form CRS] for additional information and risks.

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