Ryan J. Miller
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Ryan Joseph Miller was a registered financial professional .
Ryan is a previously registered financial professional and started their career in finance in 2008. Ryan had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 1, 2022 - June 29, 2026
CHOREO, LLC
September 15, 2020 - August 1, 2022
EIDE BAILLY ADVISORS, LLC
July 17, 2020 - August 2, 2022
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
December 10, 2019 - June 19, 2020
CETERA INVESTMENT ADVISERS LLC
December 5, 2019 - June 19, 2020
CETERA INVESTMENT SERVICES LLC
February 28, 2018 - May 29, 2019
TD AMERITRADE, INC.
February 26, 2018 - May 29, 2019
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 26, 2018 - May 29, 2019
TD AMERITRADE, INC.
May 26, 2017 - February 26, 2018
SCOTTRADE INVESTMENT MANAGEMENT
September 9, 2013 - February 26, 2018
SCOTTRADE, INC.
May 30, 2013 - August 27, 2013
WELLS FARGO CLEARING SERVICES, LLC
May 24, 2013 - August 27, 2013
WELLS FARGO CLEARING SERVICES, LLC
October 31, 2008 - April 8, 2013
TD AMERITRADE, INC.
October 31, 2008 - April 8, 2013
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
August 26, 2008 - April 8, 2013
TD AMERITRADE, INC.
Primary Firm SEC Registration
CHOREO, LLC
CRD#: 111221 / SEC#: 801-57236
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CHOREO, LLC
CRD#: 111221 / SEC#: 801-57236
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 25,137 |
| AUM (Assets Under Management) | $ 18,232,358,701 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 11/12/2024 | ||
| 12/20/2023 | ||
| 11/30/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
