Samantha
Miller
Morgan Stanley
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About this Advisor
Samantha Miller is a financial advisor based in Grosse Pointe, Michigan. Miller is an advisor for Morgan Stanley. Over the course of their career, Miller has held roles at Morgan Stanley, Troy Police Department, Olgas Kitchen, Grand Valley State University - Admissions Department, City Of Fenton, Grand Valley State University - Health Department, Grand Valley State University - Gvsu Family Health Center, The Rusty Bucket Restaurant & Tavern, Shipt, Grand Valley State University, L'Anse Creuse High School - North, Troy Public School and Morgan Stanley Private Bank, N.A. Miller maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan and Texas. Morgan Stanley is a registered investment company based out of Purchase, NY. The company has offices in 930 locations and a total of 28,000 financial advisors. It administers $1 trillion in assets between its 2,233,188 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, such as 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. Financial advisory fees usually depend on which services the firm provides the client. However, fees charged by Morgan Stanley can be comprised of any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Samantha Miller Work History
Samantha has been registered as a financial advisor for 0 years.*
Morgan Stanley
Morgan Stanley Private Bank, N.A
Shipt
The Rusty Bucket Restaurant & Tavern
City Of Fenton
Grand Valley State University - Health Department
Grand Valley State University - Gvsu Family Health Center
Grand Valley State University - Admissions Department
Grand Valley State University
Olgas Kitchen
Troy Police Department
L'Anse Creuse High School - North
Troy Public School
*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 Samantha Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
