Andrew S. Miller
STRATEGIC ADVISERS LLC | Financial Consultant
FAIRFIELD, CT
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CRD#: 4019494
Professional summary
Andrew Schaberg Miller, who also goes by Drew Miller, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fairfield, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in Stamford, Connecticut.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Andrew has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I want to learn what you really value most, so that we can make the best use of our time together and focus on what's most important to you and your family. My goal is to ensure that Fidelity clients establish a Financial Plan that meets their personal needs. I firmly believe a well-managed plan that is routinely reviewed dramatically increases the odds of a successful outcome and will provide peace of mind, so you can enjoy your retirement.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Drew Miller
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Schaberg Miller's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
University of Montana
Bachelor of Arts (BA) - English Literature
1997
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 869 Washington Blvd, Stamford, CT 06901-2903RIA
CRD#: 104555
FAIRFIELD, CT
Current
October 27, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 869 Washington Blvd, Stamford, CT 06901-2903BD
CRD#: 7784
Stamford, CT
Past
November 10, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
STAMFORD, CT
Past
October 5, 2016 - September 28, 2021
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
BD
CRD#: 18353
Scranton, PA
Past
November 25, 2009 - October 11, 2016
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
BD
CRD#: 21570
SHELTON, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/15/2024)
RR
California(1/7/2022)
RR
Colorado(1/7/2022)
RR
Connecticut(10/27/2021)
IAR
Connecticut(3/31/2025)
RR
Florida(1/7/2022)
RR
Hawaii(5/16/2025)
RR
Illinois(3/25/2023)
RR
Iowa(1/6/2024)
RR
Louisiana(3/25/2023)
RR
Maine(3/23/2023)
RR
Maryland(5/15/2024)
RR
Massachusetts(1/6/2023)
RR
Michigan(1/7/2022)
RR
New Jersey(1/7/2022)
RR
New Mexico(1/7/2022)
RR
New York(1/7/2022)
RR
North Carolina(3/25/2023)
RR
Ohio(5/16/2025)
RR
Pennsylvania(5/16/2025)
RR
Rhode Island(5/15/2024)
RR
Texas(1/6/2023)
IAR
Texas(3/31/2025)
RR
Utah(11/13/2025)
RR
Vermont(1/7/2022)
RR
Virgin Islands(5/16/2025)
RR
Virginia(2/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Fairfield, CTTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
