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Charles R Miller

T. Rowe Price Associates, Inc.

Yardley, PA

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Current Employers
T. Rowe Price Associates, Inc.

1307 Point Street, Baltimore, MD 21231 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-02-06
PA RA APPROVED 2026-02-06
  • MD RA
    APPROVED
    Since 2026-02-06
  • PA RA
    APPROVED
    Since 2026-02-06

Branch Locations

Yardley, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Access Distribution Partners, Llc Wilmington DE 10/2015 07/2017
Foreside Fund Services, Llc Wilmington DE 12/2015 06/2017
Zacks Investment Management Chicago IL 06/2017 12/2021
Lbmz Securities Chicago IL 07/2017 12/2021
Brinker Capital Securities Berwyn PA 01/2022 08/2022
Orion Portfolio Solutions Omaha NE 01/2022 08/2022
Advisors Asset Management, Inc Monument CO 10/2022 08/2025
Templum Markets Llc New York NY 08/2025 10/2025
T. Rowe Price Harbor Point MD 01/2026 Present
  • 10/2015 → 07/2017
    Access Distribution Partners, Llc
    Wilmington, DE
  • 12/2015 → 06/2017
    Foreside Fund Services, Llc
    Wilmington, DE
  • 06/2017 → 12/2021
    Zacks Investment Management
    Chicago, IL
  • 07/2017 → 12/2021
    Lbmz Securities
    Chicago, IL
  • 01/2022 → 08/2022
    Brinker Capital Securities
    Berwyn, PA
  • 01/2022 → 08/2022
    Orion Portfolio Solutions
    Omaha, NE
  • 10/2022 → 08/2025
    Advisors Asset Management, Inc
    Monument, CO
  • 08/2025 → 10/2025
    Templum Markets Llc
    New York, NY
  • 01/2026 → Present
    T. Rowe Price
    Harbor Point, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-08
S63 Uniform Securities Agent State Law Examination 2015-06-11
  • S65 Uniform Investment Adviser Law Examination
    2017-11-08
  • S63 Uniform Securities Agent State Law Examination
    2015-06-11
Other Names
  • Cr Miller
  • Charles Raymond Miller
  • Charles Raymond Miller

View on SEC IAPD

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