Drew
Miller

Morgan Stanley

CRD#6044684
Investment Advisor
in West Des Moines, IA
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About this Advisor

Drew Miller is a financial advisor located in West Des Moines, Iowa. Currently an advisor with Morgan Stanley, Miller has 16 years of professional experience as a registered advisor. Miller maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Miller is registered to operate in Iowa. Over the course of their career, Miller has held roles at Banker'S Life And Casualty, Nylife Securities LLC, New York Life Insurance Co, Iowa State University, Morgan Stanley Smith Barney, Tau Kappa Epsilon Fraternity, Waukee Comm. School Districts, Morgan Stanley Private Bank, National Association and Morgan Stanley. Morgan Stanley is based out of West Des Moines, Iowa, and operates out of 702 offices in the country. As a firm, Morgan Stanley manages $735 billion in assets throughout 1,724,668 accounts and employs more than 26,000 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Morgan Stanley provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

505 Market Street Suite 300
West Des Moines, IA 50266

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

IA Average: $7,464,549,021
Total Number of Employees

26,000

IA Average: 88
Total Number of Accounts

1,815,592

IA Average: 3,892
Average Account Size

$401,659

IA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Drew Miller Work History

Drew has 16 years of experience.

2017 - Present (2 years)

Morgan Stanley Private Bank, National Association

2016 - Present (3 years)

Morgan Stanley

2015 - 2016 (1 year)

Nylife Securities LLC

2014 - 2016 (2 years)

New York Life Insurance Co

2013 - 2013 (< 1 year)

Banker'S Life And Casualty

2012 - 2012 (< 1 year)

Morgan Stanley Smith Barney

2011 - 2011 (< 1 year)

Tau Kappa Epsilon Fraternity

2010 - 2014 (4 years)

Iowa State University

2002 - 2010 (8 years)

Waukee Comm. School Districts

Disclosures

Drew Miller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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