Maxwell Donald Miller
Investment adviser representative at Charles Schwab & Co., Inc.
8 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
8 years in the industry.
- Charles Schwab & Co., Inc.Aug 2024 to now
- UnemployedMay 2024 to Aug 2024
- Crunch Fitness Las CucesNov 2023 to May 2024
- New Mexico State University/ PslAug 2023 to Nov 2023
- Full Time EducationJul 2022 to Aug 2023
- Corrosion y Proteccion/ HumainMay 2022 to Jul 2022
- DaccAug 2021 to Dec 2022
- Cca GroupMay 2021 to Jun 2022
- Rockin Jump Las CrucesJun 2018 to Mar 2020
- Full Time EducationJan 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7954840
- Firm CRD
- 5393