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Brian Miller

38 Years of Experience
Boston, MA
1 DisclosureBroker

Brian Miller is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 38 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

28 State Street 26th Floor, Boston, MA, 02109

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History

Regulatory History (1)
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Customer Dispute
October 2008
Denied
Employment History
Current Registrations
Morgan Stanley
July 2018 - Present · 7 yrs 10 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley
March 2012 - December 2014 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
November 2005 - June 2009 · 3 yrs 7 mos
Morgan Stanley Dw INC.Broker
September 1987 - November 2005 · 18 yrs 2 mos
State Registrations25 states
AZCACOCTDEFLHIIAILINMAMDMEMIMNMTNCNHNJNYOHRITXVAVT
AdvisorBrokerBoth

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