Miles Diehl
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2024 to now
- Isco IndustriesMar 2023 to Aug 2024
- UnemployedDec 2022 to Mar 2023
- Cracker BarrelNov 2022 to Dec 2022
- Edelweiss Lodge and ResortAug 2021 to Oct 2022
- Brown FormanJun 2021 to Aug 2021
- UnemployedMay 2021 to Jun 2021
- Commonwealth Insurance PartnersJun 2020 to Jul 2020
- Paul's Fruit MarketApr 2020 to Jun 2020
- Action GraphicsMay 2018 to Aug 2019
- Centre CollegeAug 2017 to May 2021
- I Love Juice BarJun 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7987629
- Firm CRD
- 104555