Daniel Miller is a registered investment advisor at Morgan Stanley, based in Bethesda, MD, with 13 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
7500 Old Georgetown Road 10th Floor, Bethesda, MD, 20814
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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
July 2025 - Present · 10 mos
Morgan Stanley
July 2025 - Present · 10 mos
Previous Registrations
Hartford Funds
August 2023 - July 2025 · 1 yr 11 mos
Hartford Funds Distributors, LLCBroker
August 2023 - July 2025 · 1 yr 11 mos
Amundi Asset Management US, INC.
January 2021 - July 2023 · 2 yrs 6 mos
Amundi Pioneer Institutional Asset Management, INC.
May 2015 - December 2020 · 5 yrs 7 mos
Amundi Distributor US, INC.Broker
May 2015 - July 2023 · 8 yrs 2 mos
Hartford Funds Management Company, LLC
January 2015 - May 2015 · 4 mos
Hartford Funds Management Company, LLC
April 2014 - December 2014 · 8 mos
Hartford Funds Distributors, LLCBroker
January 2014 - May 2015 · 1 yr 4 mos
R. Seelaus & Co.,inc.Broker
April 2013 - June 2013 · 2 mos
LPL Financial LLCBroker
January 2013 - April 2013 · 3 mos
Securities America Advisors, INC.
September 2008 - February 2009 · 5 mos
Securities America, INC.Broker
March 2008 - February 2009 · 11 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.