Connor M Miles
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2022 to now
- North Carolina State UniversityAug 2021 to Dec 2021
- InsightsoftwareMay 2021 to Aug 2021
- North Carolina State UniversityAug 2020 to May 2021
- TrialcardMay 2020 to Dec 2020
- North Carolina State UniversityAug 2019 to May 2020
- Church Street Deli and Irish PubMay 2019 to Aug 2019
- North Carolina State UniversityAug 2018 to May 2019
- Church Street Deli and Irish PubMay 2018 to Aug 2018
- Cardinal Gibbons High SchoolAug 2017 to May 2018
- Tasu Asian BistroMay 2017 to Aug 2017
- Cardinal Giibons High SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7249124
- Firm CRD
- 104555