Charles Miller is a registered investment advisor, based in Yardley, PA, with 12 years of industry experience.
Location
Yardley, PA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
February 2026 - Present · 5 mos
T. Rowe Price Investment Services, INC.Broker
February 2026 - Present · 5 mos
T. Rowe Price Associates, INC.
February 2026 - Present · 5 mos
Previous Registrations
Templum Markets LLCBroker
September 2025 - October 2025 · 1 mo
Advisors Asset Management, INC.Broker
October 2022 - August 2025 · 2 yrs 10 mos
Advisors Asset Management, INC.
October 2022 - August 2025 · 2 yrs 10 mos
Orion Portfolio Solutions, LLC
February 2022 - September 2022 · 7 mos
Brinker Capital Securities, LLCBroker
February 2022 - September 2022 · 7 mos
Zacks Investment Management, INC.
November 2017 - January 2022 · 4 yrs 2 mos
Lbmz Securities, INC.Broker
July 2017 - January 2022 · 4 yrs 6 mos
Foreside Fund Services, LLCBroker
December 2015 - June 2017 · 1 yr 6 mos
Pacer Financial, INC.Broker
December 2014 - August 2015 · 8 mos
Miller Tabak Roberts Securities, LLCBroker
October 2007 - October 2009 · 2 yrs
Freimark Blair & Company, INC.Broker
May 2007 - October 2007 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.