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Andrew D Miller

Strategic Advisers LLC

Marietta, GA

Alpharetta, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Marietta, GA • United States

11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • 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
Usaa Financial Planning Services Atlanta GA 04/2014 02/2017
Usaa Financial Advisors, Inc. Atlanta GA 04/2014 02/2017
Sheets Smith Wealth Management Atlanta GA 02/2017 12/2017
Fidelity Bank Wealth Management Atlanta GA 12/2017 04/2018
Td Ameritrade, Inc. Alpharetta GA 04/2018 01/2021
E*Trade Securities Llc Alpharetta GA 01/2021 02/2022
E*Trade Capital Management Llc Alpharetta GA 01/2021 02/2022
Fidelity Investments Alpharetta GA 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2014 → 02/2017
    Usaa Financial Planning Services
    Atlanta, GA
  • 04/2014 → 02/2017
    Usaa Financial Advisors, Inc.
    Atlanta, GA
  • 02/2017 → 12/2017
    Sheets Smith Wealth Management
    Atlanta, GA
  • 12/2017 → 04/2018
    Fidelity Bank Wealth Management
    Atlanta, GA
  • 04/2018 → 01/2021
    Td Ameritrade, Inc.
    Alpharetta, GA
  • 01/2021 → 02/2022
    E*Trade Securities Llc
    Alpharetta, GA
  • 01/2021 → 02/2022
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 02/2022 → Present
    Fidelity Investments
    Alpharetta, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alpharetta, GA
  • 2021-01-15 → 2022-02-28
    Harrisdirect Llc
    Alpharetta, GA
    Arlington, VA
    Alpharetta, GA
  • 2018-05-15 → 2021-01-11
    Td Ameritrade, Inc.
    Alpharetta, GA
  • 2018-05-15 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Alpharetta, GA
  • 2014-05-29 → 2017-03-24
    Usaa Financial Planning Services
    Atlanta, GA
    Atlanta, GA
  • 2010-09-09 → 2014-04-25
    Harrisdirect Llc
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-08
S63 Uniform Securities Agent State Law Examination 2008-04-07
  • S66 Uniform Combined State Law Examination
    2010-09-08
  • S63 Uniform Securities Agent State Law Examination
    2008-04-07
Designations
Other Names
  • Andrew Donald Miller
  • Andrew D Miller

View on SEC IAPD

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