Brandon Charles 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:

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

Current Employers

Employment History

• 07/2016 → 12/2016
  Nylife Securities Llc
  Charleston, SC
• 06/2016 → 12/2016
  New York Life
  Charleston, SC
• 03/2017 → 02/2019
  South Carolina Federal Credit Union
  North Charleston, SC
• 03/2017 → 02/2019
  Cuso Financial Services, Lp
  San Diego, CA
• 04/2019 → Present
  Morgan Stanley
  Peachtree City, GA
• 04/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2018-12-10 → 2019-04-16
  Cuso Financial Services, L.P.
  North Charleston, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-02
• S63 Uniform Securities Agent State Law Examination
  2016-08-03

Other Names

• Brandon C Miller