Patrick Jeffrey Miller
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab Bank, SsbJan 2023 to now
- Charles Schwab & Co., Inc.Aug 2020 to now
- UnemployedMar 2020 to Aug 2020
- West Ham UnitedJan 2020 to Mar 2020
- Colorado RapidsSep 2019 to Dec 2019
- Rocky Mountain VibesMay 2019 to Nov 2019
- Uccs Athletic DepartmentSep 2018 to Dec 2019
- Colorado Springs Sports CorporationJan 2018 to May 2018
- Uccs Recreation and Wellness CenterAug 2017 to Dec 2019
- Six Flags Magic MountainJun 2017 to Aug 2017
- StudentAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7286952
- Firm CRD
- 5393