Howard
Miracle

Marshall & Sullivan, Inc

CRD#1502120
Investment Advisor
in Seattle, WA

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About this Advisor

Howard Miracle is a financial advisor working in Seattle, Washington with 12 years of relevant experience. Miracle is on the advisory team at Marshall & Sullivan, Inc. Their career trajectory has included roles at Morgan Stanley Smith Barney, Citigroup Global Markets Inc and Marshall & Sullivan, Inc. Miracle holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Washington. Marshall & Sullivan, Inc is an advisory business based in Seattle, WA. It handles $363 million in assets among its 199 accounts, placing it among the bigger firms in the country by assets under management. The firm provides financial advice to seven charities and foundations. Of its 199 customer accounts, 54% are associated with high-net-worth clients who have more than $1 million in assets. Marshall & Sullivan, Inc performs a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types billed by Marshall & Sullivan, Inc may include asset-based, hourly and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Performance-based Fees

Office Location

1109 First Ave. Suite 200
Seattle, WA 98101

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Marshall & Sullivan, Inc Brokerage Details

Total Assets Under Management

$363,010,821

WA Average: $3,566,627,242
Total Number of Employees

3

WA Average: 46
Total Number of Accounts

199

WA Average: 1,499
Average Account Size

$1,824,175

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Howard Miracle Work History

Howard has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Marshall & Sullivan, Inc

2009 - Present (15 years)

Morgan Stanley Smith Barney

1993 - Present (31 years)

Citigroup Global Markets Inc

*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 Howard Miracle 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 Marshall & Sullivan, Inc

Gregory Robinson
Seattle, WA
Howard Miracle
Seattle, WA

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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