Michael Miser
Michael Miser is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Portland, OR, with 29 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
221 NW 21st Ave, Portland, OR, 97209
Get directionsHistory
Regulatory History (2)
Financial
August 2018Customer Dispute
March 2001Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
Key Investment Services LLCBroker
Key Investment Services LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Piper Jaffray INC.Broker
State Registrations10 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.