Cody William Miller

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

SC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Greenville, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Columbia	SC	03/2014	11/2016
Wells Fargo Bank Na	Columbia	SC	09/2012	04/2021
Wells Fargo Clearing Services, Llc	Columbia	SC	11/2016	04/2021
Fidelity Investment	Columbia	SC	05/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2014 → 11/2016

Wells Fargo Advisors, Llc

Columbia, SC
09/2012 → 04/2021

Wells Fargo Bank Na

Columbia, SC
11/2016 → 04/2021

Wells Fargo Clearing Services, Llc

Columbia, SC
05/2021 → Present

Fidelity Investment

Columbia, SC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-06-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL

Columbia, SC
2014-06-09 → 2021-04-27

Wells Fargo Clearing Services, Llc

Columbia, SC

Columbia, SC

Columbia, SC

Greenville, SC

Columbia, SC

Chapin, SC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-06-03
S63	Uniform Securities Agent State Law Examination	2014-05-12

S65 Uniform Investment Adviser Law Examination

2014-06-03
S63 Uniform Securities Agent State Law Examination

2014-05-12

View on SEC IAPD

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