Charles Miller Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at firms including Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he is a 50% owner of CMSW Farms, LLC, overseeing farm operations. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, high-net-worth clients, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Charles Miller III is a Series 66-credentialed financial advisor with Steward Partners Investment Advisory, LLC, bringing two years of industry experience. Prior to his current role, he worked at Wells Fargo Advisors and held positions outside finance including at Americold Logistics and Little River Clothing. Miller is a partner at ChuckTini, LLC, a brand based in Woodstock, GA, where he oversees brand and design activities. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of advisory and portfolio management services delivered through various Steward Partners-branded and third-party solutions.