Courtney Miller

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 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

• 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