Brittany M Miller

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

• 10/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vancouver, WA

Other Businesses

I*1781272, Entity Type: Name of OBA: Rental Property 1 Address: San Tan Valley, Arizona, 85140, Investment Related: No Position, Title, Association: Sole owner, Employee Start Date: 04.01.2023, No Hours: 6 hrs/annually, No Hours during trading: 0, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2019-05-16