BM
BM

Brandon Miller

20 Years of Experience
Richmond, VA
Broker

Brandon Miller is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Richmond, VA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

1111 E Main St, Richmond, VA, 23219

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History

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.

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Other Business Activities

Brandon works part-time for Electronic Arts Sweden AB, taking photographs of custom vehicles and asking questions about the cars. This activity takes minimal time and is not investment-related.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2006 - Present · 20 yrs
Previous Registrations
Ameriprise Financial Services, INC.
January 2006 - April 2006 · 3 mos
Ameriprise Financial Services, INC.Broker
December 2005 - April 2006 · 4 mos
Ameriprise Financial Services, INC.Broker
August 2005 - November 2005 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2005 - July 2005 · 2 mos
State Registrations17 states
ALARCADCFLGAILINMDNCNYOHPASCTXVAWI
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.