Joshua Clifford Miller

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2010 → 05/2022
  State Employees Credit Union
  Charlotte, NC
• 01/2014 → 05/2022
  Secu Brokerage Services
  Charlotte, NC
• 06/2014 → 05/2022
  Credit Union Investment Services
  Charlotte, NC
• 11/2014 → 05/2022
  Secu Life Insurance Company
  Charlotte, NC
• 09/2015 → 05/2022
  Members Trust Company
  Charlotte, NC
• 05/2022 → Present
  The Vanguard Group, Inc.
  Charlotte, NC

Previous Registrations

• 2014-10-13 → 2022-05-12
  Credit Union Investment Services
  Cornelius, NC
  Charlotte, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-13
• S63 Uniform Securities Agent State Law Examination
  2014-06-24

Other Names

• Joshua Clifford Miller
• Josh C Miller
• Joshua Miller