Darius E. Mcmillan
STRATEGIC ADVISERS LLC | Financial Consultant
SUFFOLK, VA
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CRD#: 6136223
Professional summary
Darius Emmanuel Mcmillan, CFP®, who also goes by Darius Mcmillan, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Suffolk, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Virginia Beach, Virginia.
Darius is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Darius has worked at 8 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
Biography
As a Financial Consultant it is my belief that everyone needs and deserves a financial plan. Financial planning provides clarity and clarity ensures confidence in making smart financial decisions. My top priority is to gain a clear understanding of what's important to my clients. Afterwards I follow a three-step process that involves partnering with clients to help organize, implement, and monitor their financial game plan.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Darius Mcmillan
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 Darius Emmanuel Mcmillan'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
University of Richmond
Bachelor of Business Administration - Management
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4500 Main St Suite 100, Virginia Beach, VA 23462-3358RIA
CRD#: 104555
SUFFOLK, VA
Current
October 11, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4500 Main Street Suite 100, Virginia Beach, VA 23462BD
CRD#: 7784
Virginia Beach, VA
Past
November 21, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALEXANDRIA, VA
Past
November 30, 2016 - August 16, 2019
EDELMAN FINANCIAL ENGINES
RIA
CRD#: 104510
RICHMOND, VA
Past
October 2, 2015 - November 30, 2016
FINANCIAL ENGINES ADVISOR CENTER, LLC
RIA
CRD#: 109238
RICHMOND, VA
Past
September 24, 2014 - October 20, 2015
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
GLEN ALLEN, VA
Past
September 23, 2014 - October 20, 2015
TD AMERITRADE, INC.
RIA
CRD#: 7870
GLEN ALLEN, VA
Past
September 23, 2014 - October 20, 2015
TD AMERITRADE, INC.
BD
CRD#: 7870
GLEN ALLEN, VA
Past
June 11, 2013 - August 20, 2014
EDWARD JONES
RIA
CRD#: 250
MIDLOTHIAN, VA
Past
May 14, 2013 - August 20, 2014
EDWARD JONES
BD
CRD#: 250
MIDLOTHIAN, VA
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
Connecticut(3/25/2025)
RR
District of Columbia(5/9/2024)
RR
Florida(3/25/2025)
RR
Georgia(3/25/2025)
RR
Kentucky(8/13/2021)
RR
Louisiana(3/1/2024)
RR
Maryland(10/11/2019)
RR
Massachusetts(5/16/2025)
RR
Michigan(3/25/2025)
RR
New Jersey(1/30/2020)
RR
New York(8/13/2021)
RR
North Carolina(9/18/2020)
RR
Ohio(3/26/2025)
RR
Pennsylvania(3/25/2025)
RR
South Carolina(12/7/2023)
RR
Texas(9/9/2022)
IAR
Texas(3/31/2025)
RR
Utah(1/4/2024)
RR
Virginia(11/8/2019)
IAR
Virginia(3/31/2025)
RR
West Virginia(6/16/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/11/2019
General Securities Representative ExaminationGeneral 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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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Suffolk, VATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
