Kevin Bruce Miller

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

Authority	Category	Status	Date
FL	RA	APPROVED	2022-05-20
GA	RA	APPROVED	2016-06-08
TX	RA	APPROVED_RES	2016-06-08

FL RA
APPROVED

Since 2022-05-20
GA RA
APPROVED

Since 2016-06-08
TX RA
APPROVED_RES

Since 2016-06-08

Branch Locations

500 Westpark Dr Suite 100, Peachtree City, GA 30269 • United States

St Augustine, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Peachtree City	GA	06/2016	Present
Morgan Stanley Private Bank, N.A.	New York	NY	07/2016	Present

06/2016 → Present

Morgan Stanley

Peachtree City, GA
07/2016 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2001-02-01 → 2016-06-06

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Peachtree City, GA

Peachtree City, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1997-11-24

S66 Uniform Combined State Law Examination

1997-11-24

Designations

Certified Financial Planner

Other Names

Kevin B Miller

View on SEC IAPD