Best Investors Account Sign in

Ryan Samuel Miller

LPl Financial LLC

Charlotte, NC

Fort Mill, SC

CRD 7908075

Claim This Profile
Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-08-12
SC RA APPROVED 2026-08-12
  • NC RA
    APPROVED
    Since 2026-08-12
  • SC RA
    APPROVED
    Since 2026-08-12

Branch Locations

Charlotte, NC • United States

1055 Lpl Way, Fort Mill, SC 29715 • 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
Lpl Financial Llc Fort Mill NC 04/2025 Present
Penn State State College PA 01/2022 12/2024
Focused Wealth Advisors Rochester NY 05/2024 08/2024
Cooper Vision Victor NY 06/2023 08/2023
Pittsford Mendon High School Pittsford NY 08/2017 05/2021
Barker Road Middle School Pittsford NY 09/2014 06/2017
State College Area School District State College PA 01/2025 05/2025
Wegmans 14534 NY 04/2019 06/2023
  • 04/2025 → Present
    Lpl Financial Llc
    Fort Mill, NC
  • 01/2022 → 12/2024
    Penn State
    State College, PA
  • 05/2024 → 08/2024
    Focused Wealth Advisors
    Rochester, NY
  • 06/2023 → 08/2023
    Cooper Vision
    Victor, NY
  • 08/2017 → 05/2021
    Pittsford Mendon High School
    Pittsford, NY
  • 09/2014 → 06/2017
    Barker Road Middle School
    Pittsford, NY
  • 01/2025 → 05/2025
    State College Area School District
    State College, PA
  • 04/2019 → 06/2023
    Wegmans
    14534, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-12
  • S66 Uniform Combined State Law Examination
    2026-08-12

View on SEC IAPD

More in Charlotte, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor