Chad Miller

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2014 → 07/2023
  Lpl Financial
  Tampa, FL
• 07/2023 → 09/2025
  Finra
  Tampa, FL
• 09/2025 → 12/2025
  Td Bank N.A.
  Greenville, SC
• 09/2025 → 12/2025
  Td Private Client Wealth Llc
  Greenville, SC
• 12/2025 → Present
  Lpl Financial Llc
  Fort Mill, SC

Previous Registrations

• 2025-10-16 → 2025-12-04
  Td Private Client Wealth Llc
  Greenville, SC
• 2014-10-16 → 2023-07-27
  Lpl Financial Llc
  Tampa, FL
  Tampa, FL
  Fort Mill, SC
• 2012-10-29 → 2014-09-30
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
• 2010-05-11 → 2012-09-04
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2008-09-15
• S63 Uniform Securities Agent State Law Examination
  2007-10-29

Other Names

• Chad J Miller
• Chad J Miller
• Chad Justin Miller