GM
GM
Gregory Miller is a registered investment advisor at Morgan Stanley, based in Holladay, UT, with 18 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
6510 South Millrock Drive, Suite 100, Holladay, UT, 84121
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2022Denied
Customer Dispute
May 2012Denied
Employment History
Current Registrations
Morgan StanleyBroker
August 2023 - Present · 3 yrs 1 mo
Morgan Stanley
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - August 2023 · 10 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2023 · 10 yrs 10 mos
Chase Investment Services CORP.
March 2009 - October 2012 · 3 yrs 7 mos
Chase Investment Services CORP.Broker
March 2009 - October 2012 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - February 2009 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2007 - February 2009 · 1 yr 5 mos
State Registrations35 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.