Marc E. Miller
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
AKRON, OH
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CRD#: 4605652
Professional summary
Marc E. Miller, CFP®, who also goes by Marc Emerson Miller, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Akron, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Cincinnati, Ohio.
Marc is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Marc has worked at 7 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
Biography
I partner with clients to support them through their critical financial decisions by leveraging a financial planning process that is comfortable, flexible and one that they understand.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marc Emerson 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 Marc E. 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®
Education
Ohio Northern University
Bachelor of Science (BS) - Business Management
2001
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
AKRON, OH
Current
November 22, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209BD
CRD#: 7784
CINCINNATI, OH
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
AKRON, OH
Past
December 7, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
FAIRLAWN, OH
Past
September 10, 2010 - November 9, 2011
KEY INVESTMENT SERVICES LLC
BD
CRD#: 136300
BRECKSVILLE, OH
Past
July 22, 2009 - October 14, 2009
AMERIPRISE ADVISOR SERVICES, INC.
RIA
CRD#: 5979
DETROIT, MI
Past
July 21, 2009 - October 14, 2009
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Past
April 1, 2003 - August 11, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
AKRON, OH
Past
January 17, 2003 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 17, 2003 - August 11, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
AKRON, OH
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
Alabama(4/2/2025)
RR
Alaska(4/2/2025)
RR
Arizona(1/4/2019)
RR
Arkansas(4/2/2025)
RR
California(1/4/2019)
RR
Colorado(1/4/2019)
RR
Connecticut(4/2/2025)
RR
Delaware(4/2/2025)
RR
District of Columbia(3/25/2023)
RR
Florida(11/22/2011)
RR
Georgia(8/13/2021)
RR
Hawaii(10/3/2023)
RR
Idaho(4/2/2025)
RR
Illinois(3/27/2018)
RR
Indiana(5/16/2022)
RR
Iowa(12/16/2024)
RR
Kansas(4/2/2025)
RR
Kentucky(1/2/2015)
RR
Louisiana(4/2/2025)
RR
Maine(4/2/2025)
RR
Maryland(6/15/2020)
RR
Massachusetts(1/21/2025)
RR
Michigan(1/3/2013)
RR
Minnesota(4/2/2025)
RR
Mississippi(4/2/2025)
RR
Missouri(4/2/2025)
RR
Montana(4/2/2025)
RR
Nebraska(4/2/2025)
RR
Nevada(4/2/2025)
RR
New Hampshire(4/2/2025)
RR
New Jersey(1/4/2019)
RR
New Mexico(4/2/2025)
RR
New York(6/15/2020)
RR
North Carolina(7/8/2016)
RR
North Dakota(4/2/2025)
RR
Ohio(11/22/2011)
IAR
Ohio(3/31/2025)
RR
Oklahoma(4/2/2025)
RR
Oregon(4/2/2025)
RR
Pennsylvania(11/22/2011)
RR
Puerto Rico(4/2/2025)
RR
Rhode Island(4/2/2025)
RR
South Carolina(4/23/2020)
RR
South Dakota(4/2/2025)
RR
Tennessee(8/13/2021)
RR
Texas(1/5/2018)
IAR
Texas(3/31/2025)
RR
Utah(4/2/2025)
RR
Vermont(4/2/2025)
RR
Virgin Islands(4/2/2025)
RR
Virginia(10/24/2017)
RR
Washington(4/2/2025)
RR
West Virginia(8/5/2019)
RR
Wisconsin(4/2/2025)
RR
Wyoming(4/2/2025)
Exams
State Security Law Exam
State Security Law 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
Vice President, Financial ConsultantCRD#: 104555Akron, OHTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
