KM
CFP
KM
CFP
Kevin Miller
28 Years of Experience
Peachtree City, GA
1 DisclosureBroker
Kevin Miller is a CFP-designated registered investment advisor at Morgan Stanley, based in Peachtree City, GA, with 28 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
500 Westpark Dr, Suite 100, Peachtree City, GA, 30269
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2003Closed-No Action
Employment History
Current Registrations
Morgan Stanley
June 2016 - Present · 9 yrs 11 mos
Morgan StanleyBroker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2001 - June 2016 · 15 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1997 - June 2016 · 18 yrs 7 mos
State Registrations20 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.