Financial advisor
Christopher Edward Miller
At Mercer Advisors · Lake Placid, NY
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Long Run Wealth Advisors | Long Run Wealth Advisors | Mercer Advisors | Acquisition | January 7, 2026 | $640M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | Investment adviser | January 15, 2026 | Current |
| LONG RUN WEALTH ADVISORS, LLC | Investment adviser | June 10, 2025 | March 30, 2026 |
| EDWARD JONES | Investment adviser | February 7, 2022 | May 5, 2025 |
| EDWARD JONES | Broker-dealer | January 17, 2022 | May 5, 2025 |
| OLDEN LANE SECURITIES, LLC | Broker-dealer | September 28, 2018 | September 16, 2020 |
| HARTFORD EQUITY SALES COMPANY INC. | Broker-dealer | July 31, 2013 | October 4, 2013 |
| CREDIT SUISSE SECURITIES (USA) LLC | Broker-dealer | March 24, 2011 | October 26, 2012 |
| BEAR STEARNS ASSET MANAGEMENT INC | Investment adviser | November 4, 2005 | July 8, 2008 |
| BEAR, STEARNS & CO. INC. | Broker-dealer | November 4, 2005 | July 8, 2008 |
| MORGAN STANLEY & CO., INCORPORATED | Broker-dealer | January 2, 2001 | September 20, 2005 |
| CREDIT SUISSE FIRST BOSTON CORPORATION | Broker-dealer | August 21, 2000 | December 21, 2000 |
| ROBERT FLEMING INC. | Broker-dealer | August 18, 1999 | August 21, 2000 |
| APPLE SECURITIES LLC | Broker-dealer | April 27, 1998 | September 2, 1999 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.