Robert W. Baird & Co.
46yrs
Top advisor by experience in Akron
24yrs
Marc Miller is a fiduciary financial advisor in Akron, Ohio, with 24 years in the industry. Marc joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors and less than a year at Ameriprise Advisor Services. Marc holds the CFP® designation.
One of 468 advisors with offices in Akron, and one of 382 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?Top 9% by experience at Strategic Advisers
OfficeAkron, OH
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2011 – 2018Strategic Advisers LLCPreviously
- Jul 2009 – Oct 2009Ameriprise Advisor Services, Inc.Previously
- 2003 – 2010Ameriprise Financial Services, LLCPreviously
Contact Marc
(617) 563-7000Firm headquarters in Boston, MA. Ask for Marc. Akron, OHOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Marc
Tailored to Marc’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Marc
How do I contact Marc?
Call Strategic Advisers at (617) 563-7000 and ask for Marc Miller. Marc works from the Akron, OH office.
How long has Marc been a financial advisor?
Marc has been in the industry since 2003, about 24 years. Top 9% by experience at Strategic Advisers.
What licenses does Marc hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Marc a fiduciary?
Marc is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marc paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Marc for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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