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Geoffrey Bradford Miller

Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsOct 2021 to now
  3. Fresh Thyme MarketMar 2019 to Nov 2019
  4. Crazy Bowls and WrapsMay 2018 to Mar 2019
  5. Tigress Financial Partners, LLCAug 2016 to Oct 2021
  6. Saint Louis Bread CompanyAug 2015 to Oct 2021

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (MO, TX).

Strategic Advisers LLC

$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6344422
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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