Marc MillerCRD Number: 4605652
Current Firm: Strategic Advisers, Inc.
Marc Miller (CRD# 4605652) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Fairlawn, OH and has over 12 years of experience in the finance industry. Marc Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Strategic Wealth Partners, Ltd.
Raymond James & Associates, Inc.
|Fidelity Investments||Woodmere Village, OH||Nov 2011 - Current||5|
|Key Investment Services LLC||Cleveland, OH||Sep 2010 - Nov 2011||1|
|Keybank||Brecksville, OH||Aug 2010 - Nov 2011||1|
|Ameriprise Financial Services||Akron, OH||May 2010 - Aug 2010||< 1|
|Ameriprise Financial Services, Inc.||Minneapolis, MN||Nov 2002 - May 2010||7|
|Ids Life Insurance Company||Canton, OH||Nov 2002 - Mar 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2010|
|S66||NASAA Uniform Combined State Law Examination||Dec 2004|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV