Nathan Randall Miller

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

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

• 04/2019 → 12/2022
  Western & Southern Life
  Charlotte, NC
• 10/2015 → 04/2017
  Pnc Bank
  Zanesville, OH
• 04/2017 → 07/2018
  Pnc Investments
  Charlotte, NC
• 07/2018 → 01/2019
  Unemployed
  Charlotte, NC
• 01/2019 → 03/2019
  Bankers Life
  Charlotte, NC
• 04/2019 → 12/2022
  Western & Southern Brokerage Services, Llc
  Charlotte, NC
• 01/2023 → 05/2024
  Edward Jones
  Weddington, NC
• 05/2024 → Present
  Massmutual Life Insurance Co
  Harrisburg, NC
• 06/2024 → Present
  Mml Investors Services, Llc
  Harrisburg, NC

Previous Registrations

• 2023-02-27 → 2024-05-10
  Edward Jones
  Wesley Chapel, NC
  Matthews, NC
  Matthews, NC
  St. Louis, MO
  Matthews, NC
• 2020-02-21 → 2023-01-10
  W&S Brokerage Services, Inc.
  Charlotte, NC
• 2017-06-16 → 2018-08-20
  Pnc Wealth Management Llc
  Zanesville, OH
  Columbus, OH
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-18
• S63 Uniform Securities Agent State Law Examination
  2016-01-07

Other Names

• Nathan R Miller
• Nathan Randall Miller
• Nathan Miller