Nathan Joseph Miller

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 01/2021 → 12/2021
  Fraternity Management Group
  Tucson, AZ
• 06/2022 → 09/2022
  Fleming's Prime Steakhouse
  Tucson, AZ
• 01/2024 → 05/2024
  Financial Planning First
  Tucson, AZ
• 08/2020 → 05/2024
  Full Time Education
  Tucson, AZ
• 08/2014 → 05/2020
  Full Time Education
  Highlands Ranch, CO
• 05/2020 → 08/2020
  Unemployed
  Highlands Ranch, CO
• 06/2023 → 08/2023
  Charles Schwab Charitable
  Lone Tree, CO
• 07/2024 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 07/2024 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ
• 05/2024 → 07/2024
  Unemployed
  Highlands Ranch, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-07-02