Michael James 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

• 11/2017 → 03/2019
  Virtua Capital Management
  Phoenix, AZ
• 07/2017 → 10/2017
  Unemployed
  Chandler, AZ
• 05/2020 → 01/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 03/2019 → 05/2019
  Unemployed
  Chandler, AZ
• 05/2019 → 03/2020
  Medicus It
  Chandler, AZ
• 07/2020 → 01/2025
  Bank Of America, N.A.
  Chandler, AZ
• 12/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY
• 01/2025 → Present
  Morgan Stanley
  Gilbert, AZ
• 11/2015 → 06/2017
  Axa Distributors, Llc
  Jersey City, NJ
• 03/2020 → 05/2020
  Unemployed
  Chandler, AZ

Previous Registrations

• 2020-08-26 → 2025-01-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Scottsdale, AZ
• 2006-09-11 → 2015-11-09
  Lpl Financial Llc
  San Diego, CA
• 2003-07-02 → 2006-08-29
  Ameriprise Advisor Services, Inc.
  Encinitas, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-08-25

Other Names

• Michael James Miller
• Michael Miller