Matthew Miller
Matthew Miller is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Brentwood, TN, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
201 Franklin Rd, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2001Other Business Activities
Matthew owns rental property and serves as a fiduciary for multiple POAs. He is also a general partner in Summit Ascent, a family limited partnership holding investments, and a committee member for United Way, assisting with fundraising.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
UBS Securities LLCBroker
Salomon Brothers INC.Broker
Salomon Smith Barney INC.Broker
Cs First Boston CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations36 states
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.