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Michael Miller

26 Years of Experience
Bellevue, WA
Broker

Michael Miller is a registered investment advisor at Morgan Stanley, based in Bellevue, WA, with 26 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 108th Avenue, North East, Suite 1900, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Morgan StanleyBroker
October 2019 - Present · 6 yrs 7 mos
Morgan Stanley
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Invesco Advisers, INC.
July 2014 - May 2019 · 4 yrs 10 mos
Invesco Distributors, INC.Broker
June 2014 - May 2019 · 4 yrs 11 mos
Hartford Funds Distributors, LLCBroker
December 2012 - June 2014 · 1 yr 6 mos
Hartford Life Distributors, LLCBroker
December 2011 - December 2012 · 1 yr
New York Life Investment Management LLC
June 2004 - December 2011 · 7 yrs 6 mos
Nylife Distributors LLCBroker
June 2004 - December 2011 · 7 yrs 6 mos
Victory Capital Management INC.
June 2004 - June 2004 · 0 mos
Victory Capital Advisers, INC.Broker
January 2004 - June 2004 · 5 mos
Mcdonald Investments INC.Broker
January 2003 - December 2003 · 11 mos
Bisys Fund Services Limited PartnershipBroker
January 2003 - January 2003 · 0 mos
Bisys Fund Services Limited PartnershipBroker
November 1998 - December 2002 · 4 yrs 1 mo
State Registrations34 states
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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.
Michael Miller - Financial Advisor | TrueAdvisor