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Megan Miller

9 Years of Experience
Winston-Salem, NC
Broker

Megan Miller is a registered investment advisor at Morgan Stanley, based in Winston-Salem, NC, with 9 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

100 North Main Street, Suite 2500, Winston-Salem, NC, 27101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Megan works as a server at Oliver Garden in Tampa, FL, since 2008. This takes about 10-20% of her time and does not occur during trading hours.

Employment History
Current Registrations
Morgan Stanley
August 2018 - Present · 8 yrs 1 mo
Morgan StanleyBroker
May 2018 - Present · 8 yrs 4 mos
Previous Registrations
T. Rowe Price Investment Services, INC.Broker
August 2016 - March 2018 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.