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TM

Traci Miller

26 Years of Experience
Guthrie, OK
Broker

Traci Miller is a registered investment advisor at Morgan Stanley, based in Guthrie, OK, 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

Guthrie, OK

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Traci is an employee at the University of Texas at El Paso, providing color commentary for the basketball team, and owns rental properties. These activities require minimal time commitment.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2000 - June 2009 · 9 yrs 4 mos
Citigroup Global Markets INC.Broker
January 2000 - June 2009 · 9 yrs 5 mos
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.