Paul Miller is a CFP-designated registered investment advisor at Morgan Stanley, based in Laguna Beach, CA, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Laguna Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul co-owns 20 Minutes to Fitness, a fitness and strength training business, dedicating about 10-20% of his time. He also participates in various non-investment related activities, including board memberships and trustee roles, requiring minimal time commitments.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 states
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