Izola
Miller
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Izola Miller is a financial advisor based in New York, New York with 4 years of industry experience. Miller is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Wells Fargo Advisors, LLC, Suntrust Bank, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Savannah Technical College and Bank Of America, N.A. Miller holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to work in Georgia. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company that has its headquarters in New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 people on staff. It controls $1 trillion in assets between its 2,864,234 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth clients who have at least $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules typically depend on the services. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely include any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Izola Miller Work History
Izola has been registered as a financial advisor for 4 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Suntrust Bank
Savannah Technical College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Izola Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Scottsdale, AZ
Minneapolis, MN
Slidell, LA
Boston, MA
New York, NY
Saint Louis, MO
Pensacola, FL
Saint Augustine, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
