Meghan Miller is a registered investment advisor at Morgan Stanley, based in Oakland, CA, with 20 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
1999 Harrison Street, Suite 2200, Oakland, CA, 94612
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
August 2011 - Present · 14 yrs 9 mos
Morgan Stanley
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - September 2009 · 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2009 · 3 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2007 - April 2007 · 1 mo
Morgan Stanley Dw INC.Broker
March 2007 - April 2007 · 1 mo
Morgan Stanley
October 2003 - July 2006 · 2 yrs 9 mos
Morgan Stanley Dw INC.Broker
August 2003 - July 2006 · 2 yrs 11 mos
State Registrations33 states
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Exams
No exam information available for this advisor.