Grant William Miller

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-05-26
NC	RA	APPROVED	2023-01-17

Branch Locations

380 Knollwood St, Winston Salem, NC 27103 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Salem	NC	10/2020	Present
North Carolina State University	Raleigh	NC	08/2018	05/2022
Saint Stephens High School	Hickory	NC	08/2014	06/2018
Bank Of America, N.A.	Salem	NC	11/2022	Present

10/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Salem, NC
08/2018 → 05/2022

North Carolina State University

Raleigh, NC
08/2014 → 06/2018

Saint Stephens High School

Hickory, NC
11/2022 → Present

Bank Of America, N.A.

Salem, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-14