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Joseph Leon Miller

Strategic Advisers LLC

Mount Pleasant, SC

Mount Pleasant, SC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-14
SC RA APPROVED 2025-12-18
  • TX RA
    APPROVED
    Since 2026-07-14
  • SC RA
    APPROVED
    Since 2025-12-18

Branch Locations

Mount Pleasant, SC • United States

75 Port City Landing Suite 410, Mount Pleasant, SC 29464-1871 • 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
The Hardware Center Paoli PA 05/2017 05/2019
Carpenter & Associates Athens OH 09/2023 04/2025
The Reeds At Shelter Haven Stone Harbor NJ 05/2021 06/2025
Fidelity Investments Mount Pleasant SC 07/2025 Present
Creative Financial Group Newtown Square PA 05/2023 07/2023
Upper Main Line Ymca Paoli PA 05/2019 07/2021
St. Katherines Of Siena School Wayne PA 05/2014 05/2017
  • 05/2017 → 05/2019
    The Hardware Center
    Paoli, PA
  • 09/2023 → 04/2025
    Carpenter & Associates
    Athens, OH
  • 05/2021 → 06/2025
    The Reeds At Shelter Haven
    Stone Harbor, NJ
  • 07/2025 → Present
    Fidelity Investments
    Mount Pleasant, SC
  • 05/2023 → 07/2023
    Creative Financial Group
    Newtown Square, PA
  • 05/2019 → 07/2021
    Upper Main Line Ymca
    Paoli, PA
  • 05/2014 → 05/2017
    St. Katherines Of Siena School
    Wayne, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-12
  • S66 Uniform Combined State Law Examination
    2025-12-12
Other Names
  • Joseph Miller

View on SEC IAPD

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