Jeffrey Miller
Jeffrey Miller is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bellevue, WA, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
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.
Location
10400 NE 4th St, Pbig - Bellevue Private Wealth, Bellevue, WA, 98004
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Regulatory History (1)
Customer Dispute
July 2019Other Business Activities
Jeffrey is involved in several LLCs including Stendrekar Holdings LLC, J&W Residential LLC, Damask Ventures LLC, Chain Lake Express Wash LLC, Hiwa Lani LLC, Clam Cove Holding, and Elden Loop Development LLC, primarily focused on real estate development and investment. He also serves as an officer for Investors Agency Management, Inc., handling estate planning and management for Stendrekar Holdings LLC.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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