Best Investors Account Sign in

June N. Miller

Morgan Stanley

Fort Myers, FL

CRD 1894968

Claim This Profile
Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2009-06-01
TX RA APPROVED_RES 2009-06-01
  • FL RA
    APPROVED
    Since 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2009-06-01

Branch Locations

7811 University Pointe Drive Suite 100, Fort Myers, FL 33907 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Ft. Myers FL 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Ft. Myers, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Ft. Myers, FL
  • 1993-11-30 → 2007-04-02
    Morgan Stanley Dw Inc.
    Cape Coral, FL
    Cape Coral, FL
    Ft. Myers, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-01-25
S65 Uniform Investment Adviser Law Examination 1996-06-25
  • S63 Uniform Securities Agent State Law Examination
    2006-01-25
  • S65 Uniform Investment Adviser Law Examination
    1996-06-25
Other Names
  • Aisayaporn Newell
  • June Aisayaporn Floody
  • June A Floody
  • June Aisayaporn Newell

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Fort Myers, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor