Morgan E Miller

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 10/2024 → Present
  Wells Fargo Clearing Services, Llc
  Canonsburg, PA
• 03/2023 → 10/2024
  Dhl Supply Chain
  Export, PA
• 01/2022 → 03/2023
  Unemployed
  Canonsburg, PA
• 05/2009 → 01/2022
  Sp Richards
  Pittsburgh, PA

Other Businesses

MINOR GROUP, LLC; INV RELATED; CANONSBURG,PA; 2% OWNERSHIP; START DATE: 07/29/2026; 20 HRS PER MONTH; 20 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2025-01-17

Other Names

• Morgan E Miller
• Morgan Miller