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Jeffrey Miller

Strategic Advisers LLC

Greenville, DE

Malvern, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-28
DE RA APPROVED 2026-04-07
PA RA APPROVED 2026-04-07
  • TX RA
    APPROVED
    Since 2026-05-28
  • DE RA
    APPROVED
    Since 2026-04-07
  • PA RA
    APPROVED
    Since 2026-04-07

Branch Locations

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States

Malvern, PA • 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
OrganizationCityStateFromTo
Pacer Financial, Inc. Malvern PA 04/2022 02/2026
North Valley Painting Paoli PA 01/2021 04/2022
Capella University Minneapolis MN 01/2020 12/2020
Andrews Lawn & Landscaping West Chester PA 05/2019 12/2019
John Young, Inc. Kennett Square PA 06/2018 04/2019
Lombardy's Market & Deli Newport Beach CA 11/2016 04/2018
Giant Food Store West Chester PA 09/2015 09/2016
Fidelity Investments Greenville DE 02/2026 Present
  • 04/2022 → 02/2026
    Pacer Financial, Inc.
    Malvern, PA
  • 01/2021 → 04/2022
    North Valley Painting
    Paoli, PA
  • 01/2020 → 12/2020
    Capella University
    Minneapolis, MN
  • 05/2019 → 12/2019
    Andrews Lawn & Landscaping
    West Chester, PA
  • 06/2018 → 04/2019
    John Young, Inc.
    Kennett Square, PA
  • 11/2016 → 04/2018
    Lombardy's Market & Deli
    Newport Beach, CA
  • 09/2015 → 09/2016
    Giant Food Store
    West Chester, PA
  • 02/2026 → Present
    Fidelity Investments
    Greenville, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-03
S63 Uniform Securities Agent State Law Examination 2023-04-17
  • S66 Uniform Combined State Law Examination
    2026-04-03
  • S63 Uniform Securities Agent State Law Examination
    2023-04-17
Other Names
  • Jeff David Miller
  • Jeffrey David Miller
  • Jeffrey Miller

View on SEC IAPD

Other Firms

SPEARHEAD ADMINISTRATIVE SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MARVIN & PALMER ASSOCIATES
COMMONWEALTH FINANCIAL NETWORK
&PARTNERS

Other Investors

David Cook Reynolds
Patrick Edward Walsh
Alyson Renee Kest
Mark P Hamilton
Kevin Osmar Noguez Ochoa
Aaron Christopher Leonard
MICHAEL THOMAS FARQUHARSON
JEANNE ELIZABETH GRIFFITH

Other Offices

SPEARHEAD ADMINISTRATIVE SERVICES, LLC · GREENVILLE, DE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WILMINGTON, DE
EDWARD JONES · Greenville, DE
LPL FINANCIAL LLC · WILMINGTON, DE
WELLS FARGO CLEARING SERVICES, LLC · GREENVILLE, DE
MARVIN & PALMER ASSOCIATES · WILMINGTON, DE
COMMONWEALTH FINANCIAL NETWORK · Wilmington, DE
&PARTNERS · Wilmington, DE

More in Greenville, DE

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