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Angus Miller

28 Years of Experience
Florham Park, NJ
Broker

Angus Miller is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Florham Park, NJ, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

100 Campus Dr, Florham Park, NJ, 07932

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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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Other Business Activities

Angus is an officer of Carraig LLC, a personal holding company and passive investment vehicle, since 2005. He is also a member of the Director's Advisory Board for Rutgers Cancer Institute and the board of directors for Liberty Cycling Club, and plays bass guitar in various bands.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2025 - Present · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2025 - Present · 10 mos
Previous Registrations
UBS Financial Services INC.
October 2013 - October 2025 · 12 yrs
UBS Financial Services INC.Broker
October 2013 - October 2025 · 12 yrs
Morgan StanleyBroker
June 2009 - October 2013 · 4 yrs 4 mos
Morgan Stanley
June 2009 - October 2013 · 4 yrs 4 mos
Morgan Stanley & CO. Incorporated
December 2007 - June 2009 · 1 yr 6 mos
Morgan Stanley & CO. IncorporatedBroker
December 2007 - June 2009 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2000 - December 2007 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1998 - December 2007 · 9 yrs 11 mos
Cibc OppenheimerBroker
October 1997 - December 1997 · 2 mos
State Registrations27 states
AZCACOCTDCDEFLGAILMAMDMEMIMNNCNHNJNMNVNYOHPAPRSDTXVAWI
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.
Angus Miller - Financial Advisor | TrueAdvisor