Colin Miller
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- Tavern In the SquareSep 2023 to Jun 2024
- Yawgoo Valley Ski Area & Water ParkJan 2023 to Mar 2023
- Amica Mutual PavilionNov 2022 to Nov 2023
- Citizens BankJun 2022 to Aug 2022
- Dels LemonadeJun 2021 to Jul 2021
- University of Rhode IslandSep 2019 to May 2023
- The ReefJul 2019 to Aug 2019
- Roger Williams Park ZooSep 2018 to Feb 2019
- Meadowbrook Golf CourseMay 2018 to Nov 2021
- Cranston High School EastSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7963477
- Firm CRD
- 104555