Dustin J Miller

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 05/2013 → 05/2022
  Morgan Stanley
  Temple Terrace, FL
• 12/2017 → 05/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2024 → Present
  Fisher Investments
  Tampa, FL
• 05/2022 → 08/2024
  N/A
  Tampa, FL

Previous Registrations

• 2013-09-20 → 2022-05-23
  Morgan Stanley
  Tampa, FL
  South Jordan, UT

Exams

• S66 Uniform Combined State Law Examination
  2013-03-08

Designations

• Certified Financial Planner