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Michelle E. Miller

Strategic Advisers LLC

Phoenix, AZ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Phoenix, AZ • 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
The Vanguard Group, Inc. Scottsdale AZ 09/2007 06/2020
Unemployed Phoenix AZ 06/2020 08/2021
Peloton Interactive Tempe AZ 08/2021 10/2022
Unemployed Phoenix AZ 10/2022 03/2023
Fidelity Investments Chandler AZ 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2007 → 06/2020
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 06/2020 → 08/2021
    Unemployed
    Phoenix, AZ
  • 08/2021 → 10/2022
    Peloton Interactive
    Tempe, AZ
  • 10/2022 → 03/2023
    Unemployed
    Phoenix, AZ
  • 03/2023 → Present
    Fidelity Investments
    Chandler, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Phoenix, AZ
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-01
S63 Uniform Securities Agent State Law Examination 2007-10-08
  • S66 Uniform Combined State Law Examination
    2023-08-01
  • S63 Uniform Securities Agent State Law Examination
    2007-10-08
Other Names
  • Michelle E Miller
  • Michelle Elizabeth Miller

View on SEC IAPD

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