Paul Miller is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 32 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
4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 2004 - June 2009 · 4 yrs 9 mos
Citigroup Global Markets INC.Broker
September 2004 - June 2009 · 4 yrs 9 mos
Morgan Stanley
July 1997 - September 2004 · 7 yrs 2 mos
Morgan Stanley Dw INC.Broker
September 1993 - September 2004 · 11 yrs
State Registrations41 states
ALAZCACOCTDCFLGAHIIAIDILINKYLAMAMDMEMIMNMOMTNCNENJNMNVNYOHOKORPASDTNTXUTVAVirgin IslandsWAWIWY
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Exams
No exam information available for this advisor.