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Courtney Miller

Strategic Advisers LLC

League City, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

League City, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities Llc League City TX 10/2015 10/2017
Jpmorgan Chase Bank League City TX 10/2015 10/2017
Fidelity Brokerage Services Llc Sugar Land TX 10/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 10/2017
    Jp Morgan Securities Llc
    League City, TX
  • 10/2015 → 10/2017
    Jpmorgan Chase Bank
    League City, TX
  • 10/2017 → Present
    Fidelity Brokerage Services Llc
    Sugar Land, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-09-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Friendswood, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-10
S63 Uniform Securities Agent State Law Examination 2015-12-23
  • S66 Uniform Combined State Law Examination
    2018-09-10
  • S63 Uniform Securities Agent State Law Examination
    2015-12-23
Other Names
  • Courtney Criss
  • Courtney Elizabeth Criss

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
TREMONT STREET ADVISORS, LLC
EDWARD JONES
FOUNDATIONS INVESTMENT ADVISORS LLC
WELLS FARGO CLEARING SERVICES, LLC
ZW CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC

Other Investors

Sabrinea Renee Nix
LANE MICHAEL BEASLEY
CHRISTOPHER J PETERS
ROBERT MILES CHALLENGER
WILLIAM CRANE ANSELL
THOMAS MARK RUSH
Bri'Ana Ariel Savage
JOHNNY RAY WHITE

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · League City, TX
TREMONT STREET ADVISORS, LLC · LEAGUE CITY, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · LEAGUE CITY, TX
EDWARD JONES · League City, TX
FOUNDATIONS INVESTMENT ADVISORS LLC · Friendswood, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Friendswood, TX
WELLS FARGO CLEARING SERVICES, LLC · FRIENDSWOOD, TX
ZW CAPITAL MANAGEMENT, LLC · FRIENDSWOOD, TX

More in League City, TX

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