Charles Dalton Miller
Investment adviser representative at Steward Partners Investment Advisory, LLC
10 yearsExperience
3 statesRegistered in
$36.7BFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Steward Partners Investment Advisory, LLCOct 2024 to now
- Steward Partners Global Advisory, LLCJun 2024 to now
- Steward Partners Investment Solutions, LLCJun 2024 to now
- Wells Fargo AdvisorsJun 2023 to Sep 2023
- Americold LogisticsJun 2022 to Sep 2022
- Little River ClothingJun 2021 to Sep 2021
- Clemson UniversitySep 2020 to Jun 2024
- UnemployedJun 2020 to Sep 2020
- Etowah High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (GA, LA, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 7778045
- Firm CRD
- 283004