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Miles Megert

1 Year of Experience
Yakima, WA
Broker

Miles Megert is a registered investment advisor at Morgan Stanley, based in Yakima, WA, with 1 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

3909 Castlevale Rdoad, Suite 100, Yakima, WA, 98902

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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

Miles works at Cowiche Canyon Kitchen, a restaurant/bar/nightclub, in customer service. He spends minimal time during business hours and about 6 hours per week after business hours.

Employment History
Current Registrations
Morgan Stanley
March 2025 - Present · 1 yr 2 mos
Morgan StanleyBroker
February 2025 - Present · 1 yr 3 mos
State Registrations1 state
WA
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.