GM
GM

Gregory Miller

37 Years of Experience
East Lansing, MI
Broker

Gregory Miller is a registered investment advisor at Ameriprise Financial Services, LLC, based in East Lansing, MI, with 37 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

2651 Coolidge Road, Suite 103, East Lansing, MI, 48823

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Ameriprise Financial Services, LLC
September 2019 - Present · 6 yrs 8 mos
Ameriprise Financial Services, LLC
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2009 - September 2019 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2009 - September 2019 · 10 yrs 7 mos
Citigroup Global Markets INC.Broker
January 2005 - March 2009 · 4 yrs 2 mos
Wachovia Securities, LLC
July 2004 - January 2005 · 6 mos
Wachovia Securities, LLCBroker
July 2003 - January 2005 · 1 yr 6 mos
Prudential Securities IncorporatedBroker
May 2000 - July 2003 · 3 yrs 2 mos
Painewebber IncorporatedBroker
March 1993 - June 2000 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1989 - October 1991 · 2 yrs 9 mos
Thomson Mckinnon Securities INC.Broker
March 1987 - January 1989 · 1 yr 10 mos
State Registrations30 states
AKALARAZCACODCFLGAIAIDILINKSKYMAMIMONCNJNYOHPASCTNTXVAVirgin IslandsWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.