Nathaniel James Miller

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 06/2013 → 06/2019
  Fidelity Brokerage Services, Llc
  Greenwood Village, CO
• 07/2018 → 06/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 07/2019 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 07/2019 → 07/2024
  Charles Schwab Bank
  Lone Tree, CO
• 07/2024 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Previous Registrations

• 2018-07-13 → 2019-06-24
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2018-05-25 → 2018-07-13
  Strategic Advisers Llc
  Greenwood Village, CO

Other Businesses

1) BNM Rentals LLC | Investment Related:No|10202 Cherryhurst Ln|Highlands Ranch|CO|80126|USA|Real Estate (Non-Agent/Broker)|Owner|4/1/2021|Less than 20|0|Owner of rental property

Exams

• S66 Uniform Combined State Law Examination
  2018-02-23
• S63 Uniform Securities Agent State Law Examination
  2013-09-23

Other Names

• Nate James Miller
• Nathan Miller