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Craig Miller

39 Years of Experience
Southport, NC
1 DisclosureBroker

Craig Miller is a registered investment advisor at Morgan Stanley, based in Southport, NC, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

Southport, NC

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History

Regulatory History (1)
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Customer Dispute
March 2008
Denied
Other Business Activities

Craig owns a home-based travel agency called Distinctive Voyages since 2004. This activity is not investment-related and takes about a quarter of his time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
December 2001 - June 2009 · 7 yrs 6 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
November 1988 - July 1993 · 4 yrs 8 mos
The Robinson-Humphrey Company INC.Broker
November 1986 - November 1988 · 2 yrs
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Craig Miller - Financial Advisor | TrueAdvisor