Max Donald Miller
Investment adviser representative at Northern Trust Securities, Inc
13 yearsExperience
1 stateRegistered in
$1.7BFirm assets
11 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 fee
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.
- Northern Trust Securities, Inc.Apr 2024 to now
- UnemployedJan 2024 to Apr 2024
- Hightower AdvisorsSep 2022 to Dec 2023
- Charles Schwab & Co., Inc.Jun 2021 to Sep 2022
- Fred J. Miller Inc.May 2020 to Aug 2020
- My Lawn and Landscaping Co.Jun 2019 to Aug 2019
- Fred J. Miller Inc.May 2018 to Aug 2018
- Indiana UniversityAug 2017 to May 2021
- UnemployedJun 2017 to Jul 2017
- Archbishop Alter High SchoolJun 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Northern Trust Securities, Inc
Legal name: Northern Trust Securities, Inc.
$1.7BAssets managed
2,053Clients
100Advisers
11 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
- 7401744
- Firm CRD
- 7927