Alexander Joseph 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

• 07/2020 → 10/2021
  Wells Fargo Advisors Financial Network, Llc
  Pasadena, CA
• 05/2019 → 08/2019
  Wells Fargo Advisors Financial Network, Llc
  Pasadena, CA
• 05/2017 → 06/2017
  Owen Magic Supreme
  Azusa, CA
• 08/2016 → 05/2020
  Occidental College
  Eagle Rock, CA
• 10/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 07/2020 → 10/2021
  Turczan Investment Consulting Group
  Pasadena, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2021-08-06 → 2021-11-08
  Wells Fargo Advisors Financial Network, Llc
  Pasadena, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-08-06

Other Names

• Alexander Miller
• Alex Miller