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Dylan Charles Miller

Strategic Advisers LLC

San Diego, CA

Carlsbad, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-25
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-09-25
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • United States

Carlsbad, CA • 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
Fidelity Investments Rochester NY 05/2021 Present
Army National Guard Geneseo NY 12/2016 Present
John Miller Enterprises Scottsville NY 12/2019 05/2021
Gates Chili Federal Credit Union Gates NY 06/2019 08/2019
Irondequoit Country Club Rochester NY 05/2018 08/2018
Sickles Corp. Caledonia NY 12/2015 12/2017
Coastal Carolina University Conway SC 08/2016 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → Present
    Fidelity Investments
    Rochester, NY
  • 12/2016 → Present
    Army National Guard
    Geneseo, NY
  • 12/2019 → 05/2021
    John Miller Enterprises
    Scottsville, NY
  • 06/2019 → 08/2019
    Gates Chili Federal Credit Union
    Gates, NY
  • 05/2018 → 08/2018
    Irondequoit Country Club
    Rochester, NY
  • 12/2015 → 12/2017
    Sickles Corp.
    Caledonia, NY
  • 08/2016 → 05/2020
    Coastal Carolina University
    Conway, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rochester, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-21
  • S66 Uniform Combined State Law Examination
    2021-12-21

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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