Benjamin E. Miller
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
BALLWIN, MO
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CRD#: 4805200
Professional summary
Benjamin E Miller, who also goes by Benjamin Elba Miller, Benjamin Miller, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ballwin, Missouri and FIDELITY BROKERAGE SERVICES LLC located in Chesterfield, Missouri.
Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Benjamin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
My process, business beliefs, and core values are centered around helping my clients toward the financial goals they have set for themselves, their families, and their charitable endeavors. The client is always the most important part of my conversations.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Benjamin Elba Miller | Benjamin 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 Benjamin 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®
NoneEducation
Western Governors University
Bachelor of Business Management - Business Management
2019
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 16090 Swingley Ridge Rd Ste 100, Chesterfield, MO 63017-2064RIA
CRD#: 104555
BALLWIN, MO
Current
April 26, 2007 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064BD
CRD#: 7784
Chesterfield, MO
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BALLWIN, MO
Past
December 1, 2006 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ST. LOUIS, MO
Past
December 21, 2005 - April 26, 2007
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SALT LAKE CITY, UT
Past
September 28, 2004 - October 21, 2005
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
SALT LAKE CITY, UT
Past
June 17, 2004 - October 21, 2005
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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(4/5/2018)
RR
Alaska(9/1/2022)
RR
Arizona(4/26/2007)
RR
Arkansas(12/2/2020)
RR
California(4/26/2007)
RR
Colorado(2/7/2012)
RR
Connecticut(8/18/2017)
RR
Delaware(9/1/2022)
RR
District of Columbia(2/11/2013)
RR
Florida(2/7/2012)
RR
Georgia(2/11/2013)
RR
Hawaii(9/1/2022)
RR
Idaho(12/2/2020)
RR
Illinois(2/7/2012)
RR
Indiana(5/18/2016)
RR
Iowa(12/2/2020)
IAR
Iowa(3/31/2025)
RR
Kansas(12/7/2017)
IAR
Kansas(3/31/2025)
RR
Kentucky(1/26/2021)
RR
Louisiana(9/1/2022)
RR
Maine(12/2/2020)
RR
Maryland(12/2/2020)
RR
Massachusetts(8/23/2017)
RR
Michigan(2/11/2013)
RR
Minnesota(12/2/2020)
RR
Mississippi(12/2/2020)
RR
Missouri(2/7/2012)
IAR
Missouri(3/31/2025)
RR
Montana(10/9/2019)
RR
Nebraska(12/2/2020)
IAR
Nebraska(3/31/2025)
RR
Nevada(9/1/2022)
RR
New Hampshire(9/1/2022)
RR
New Jersey(3/4/2022)
RR
New Mexico(3/24/2020)
RR
New York(1/25/2017)
RR
North Carolina(8/26/2014)
RR
North Dakota(9/1/2022)
RR
Ohio(10/12/2016)
RR
Oklahoma(6/4/2021)
RR
Oregon(6/4/2021)
RR
Pennsylvania(9/1/2022)
RR
Puerto Rico(12/2/2020)
RR
Rhode Island(10/9/2019)
RR
South Carolina(12/2/2020)
RR
South Dakota(1/26/2021)
RR
Tennessee(2/7/2012)
RR
Texas(4/26/2007)
IAR
Texas(3/31/2025)
RR
Utah(9/1/2022)
RR
Vermont(9/1/2022)
RR
Virgin Islands(12/2/2020)
RR
Virginia(8/18/2017)
RR
Washington(8/21/2017)
RR
West Virginia(9/1/2022)
RR
Wisconsin(8/18/2017)
RR
Wyoming(9/1/2022)
Exams
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
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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 Private Wealth Management AdvisorCRD#: 104555Ballwin, MOTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
