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Joseph D Millard

Strategic Advisers LLC

Novi, MI

Royal Oak, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-04
MI RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-11-04
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • United States

Royal Oak, MI • 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
Jpmorgan Chase Bank Na Birmingham MI 03/2014 03/2017
J.P. Morgan Securities Llc Birmingham MI 03/2014 03/2017
Charles Schwab & Co., Inc. Troy MI 03/2017 08/2024
Charles Schwab Bank Troy MI 03/2017 08/2024
Fidelity Investments Novi MI 08/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2014 → 03/2017
    Jpmorgan Chase Bank Na
    Birmingham, MI
  • 03/2014 → 03/2017
    J.P. Morgan Securities Llc
    Birmingham, MI
  • 03/2017 → 08/2024
    Charles Schwab & Co., Inc.
    Troy, MI
  • 03/2017 → 08/2024
    Charles Schwab Bank
    Troy, MI
  • 08/2024 → Present
    Fidelity Investments
    Novi, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Novi, MI
  • 2017-05-15 → 2024-08-23
    Charles Schwab & Co., Inc.
    Troy, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-15
S63 Uniform Securities Agent State Law Examination 2010-03-07
  • S66 Uniform Combined State Law Examination
    2017-05-15
  • S63 Uniform Securities Agent State Law Examination
    2010-03-07
Other Names
  • Joe Millard
  • Joseph Dixon Millard

View on SEC IAPD

Other Firms

PATHWORKS FINANCIAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SPC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
DAHRING | CUSMANO AND ASSOCIATES

Other Investors

BRYAN SCOTT SMITH
DOUGLAS SCOTT SMITH
ROBERT PAUL SCHMANSKY
Karrie Nicole Maier
DAVID RENE MERCIER
Melissa K Frantz
ANTHONY MICHAEL CARUANA
ELIZABETH KLAPPER DEUTCH

Other Offices

PATHWORKS FINANCIAL, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
SPC · Novi, MI
J.P. MORGAN SECURITIES LLC · NOVI, MI
ALLSTATE FINANCIAL ADVISORS, LLC · Novi, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
CHARLES SCHWAB & CO., INC. · Novi, MI

More in Novi, MI

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