Miles Miller
Miles Miller is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in San Antonio, TX, with 25 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
1803 Broadway St, San Antonio, TX, 78215
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Regulatory History
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 →Other Business Activities
Miles owns mineral interests since 2011, dedicating minimal time annually. He also co-owns and works at J B Miller and Sons Ranch, a livestock production business, spending minimal time annually.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Bbva Securities INC.Broker
Bbva Wealth Solutions INC.
Strategic Financial Concepts, LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Advantage Capital Corporation
Advantage Capital CorporationBroker
Fsc Securities CorporationBroker
Fsc Securities Corporation
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.