Gary Douglas Miller

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1996 → 12/2018
  The Vanguard Group, Inc.
  Malvern, PA
• 01/2019 → 07/2019
  Unemployed
  Pottstown, PA
• 11/1996 → 12/2018
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2019 → 10/2023
  Prudential Insurance Company Of America
  Exton, PA
• 12/2023 → Present
  Fidelity Investments
  Westlake, TX
• 12/2022 → 11/2023
  Interstate Maintenance Corp
  Horsham, PA
• 01/2019 → 07/2019
  Unemployed
  Pottstown, PA
• 07/2019 → 10/2023
  Pruco Securities, Llc.
  Exton, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Pottstown, PA
• 2020-06-08 → 2023-10-13
  Pruco Securities, Llc.
  Exton, PA
  Camp Hill, PA
  Exton, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-03
• S63 Uniform Securities Agent State Law Examination
  1998-02-23

Other Names

• Gary Douglas Miller
• Gary D Miller