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Bradley Miller

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.

  1. Strategic Advisers LLCMay 2025 to now
  2. Fidelity InvestmentsDec 2023 to now
  3. UnemployedMay 2023 to Dec 2023
  4. Houligan's OriginalJul 2021 to Apr 2023
  5. Riptides Raw Bar and GrillMay 2018 to Jul 2021
  6. Grind Gastropub and Kona Tiki BarJul 2014 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
7802613
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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