Russell P Miller

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2021 → 05/2025
  Massmutual Life Insurance Co
  Charlotte, NC
• 09/2021 → 05/2025
  Mml Investors Services, Llc
  Charlotte, NC
• 08/2018 → 05/2021
  Charlotte Mecklenburg County Schools
  Charlotte, NC
• 06/2017 → 01/2018
  Your Event Source
  Charlotte, NC
• 08/2014 → 05/2017
  Unc Charlotte
  Charlotte, NC
• 01/2018 → 08/2018
  Unemployed
  Charlotte, NC
• 05/2021 → 08/2021
  Unemployed
  Charlotte, NC
• 05/2025 → Present
  Ameriprise Financial Services, Llc
  Charlotte, NC

Previous Registrations

• 2023-11-07 → 2025-05-28
  Mml Investors Services, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Other Businesses

Business Ownership; ERC Partners LLC; Owner; Real Estate; 7700 NC Highway 57, , Rougemont , NC, 27572; Not Investment-Related; 02/21/2018; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Brightstead Managment LLC; Financial Advisor; Manage advisory business; 8832 Blakeney Professional Drive, , Charlotte , NC, 28277; Investment-Related; 05/06/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-10

Other Names

• Russell Miller