Miosha Alise York
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Miosha Alise York is an investment adviser representative with Strategic Advisers LLC in Gastonia, NC, where they have been registered since 2025. They have worked in the securities industry since 2019 and were previously registered with Fidelity Personal and Workplace Advisors. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina, South Carolina, and Texas.
Registrations & licenses
- Investment adviser:
- North Carolina, South Carolina, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TIAA-CREF Individual & Institutional Services, LLCJun 2018 – Oct 2018Charlotte, NC
- TIAAJun 2018 – Oct 2018Charlotte, NC
- Monster EnergyMay 2017 – Feb 2019Pineville, NC
- GarageJul 2016 – May 2017Pineville, NC
- Winthrop University (Small Business Development Center)Jan 2017 – May 2018Rock Hill, SC
- Winthrop University (MBA Office)Aug 2016 – Dec 2016Rock Hill, SC
- Winthrop UniversityAug 2012 – Dec 2017Rock Hill, SC
- Wells Fargo Clearing ServicesJan 2019 – Feb 2021Charlotte, NC
- Kate SpadeNov 2018 – Aug 2019Charlotte, NC
- Principal LIFE InsuranceFeb 2021 – Sep 2021Charlotte, NC
- Principal Securities IncMar 2021 – Sep 2021Charlotte, NC
- J.p. Morgan Securities LLCOct 2021 – Jul 2023Washington, DC
- JP Morgan Chase BANK, N.A.Sep 2021 – Jul 2023Washington, DC
- Fidelity InvestmentsAug 2023 – no end date reportedCharlotte, NC
- Fidelity InvestmentsMar 2025 – no end date reportedBoston, MA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Miosha Alise York has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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