Steven Craig Miller
Investment adviser representative at Schwab Wealth Advisory, Inc.
13 yearsExperience
1 stateRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Schwab Wealth Advisory, Inc.Sep 2024 to now
- Charles Schwab & Co., IncSep 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Sep 2024
- UnemployedMar 2022 to Sep 2022
- Woolbright Development IncMar 2022 to Apr 2022
- Newbridge Financial Services Group, IncDec 2020 to Mar 2022
- Newbridge Securities CorporationDec 2020 to Mar 2022
- Residential Home FundingAug 2020 to Feb 2021
- Perimark, LLCJun 2019 to Dec 2020
- J.P. Morgan Securities LLCSep 2018 to Aug 2020
- JPMorgan Chase Bank, N.A.May 2018 to Sep 2018
- Doc B's Fresh KitchenMar 2018 to Nov 2018
- UnemployedDec 2017 to Feb 2018
- Centric Business SystemsJun 2017 to Nov 2017
- Ruby Tuesday'sJul 2015 to May 2017
- Millersville UniversityAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 6667404
- Firm CRD
- 159035