# Miriam McKenna Whiteley

Miriam McKenna Whiteley is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with SAX WEALTH ADVISORS, LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SAX WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/119193) | 2026-03-31 | present | Yes |
| [LIFECRAFT FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/312631) | 2021-05-10 | 2026-05-13 | — |
| [ROEHL & YI INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/109258) | 2016-02-26 | 2021-01-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6603688)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6603688.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.