Steven Muller

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1998 → 09/2024
  Nationwide Investment Services Corporation
  Columbus, OH
• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westerville, OH

Previous Registrations

• 2023-06-15 → 2024-09-09
  Nationwide Investment Advisors, Llc
  Columbus, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-11-26
• S65 Uniform Investment Adviser Law Examination
  2023-06-14

Other Names

• Steven Miller
• Steve Miller