Gary Edward 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

• 11/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tyler, TX
• 12/2009 → Present
  Bank Of America, N.A.
  Tyler, TX

Other Businesses

I*104810FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: SOBELLA CABIN, LLCINVESTMENT RELATED: NADDRESS OF BUSINESS: TYLER, TEXAS 75703NATURE OF BUSINESS: LLCPOSITION, TITLE, ASSOCIATION: OTHER, MEMBERSTART DATE OF RELATIONSHIP: 4/11/2016NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THIS IS A SECOND HOME THAT IS OWNED BY AN LLC. THE PURPOSE IS TO PROVIDE A LAYER OF LEGAL PROTECTION IN THE EVENT OF LAWSUIT. I*1042310For profit or not for profit: Name of outside business organization: The Sawmill Sixth Man CollectiveInvestment related: NAddress of business: Nacogdoches, Texas, 75964Nature of business: Charitable OrganizationPosition, title, association: Committee, OtherStart date of relationship: 11/1/2022Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Names, Image & LikenessNIL is the program that allows donors to financially support college athletes. At Stephen F. Austin State University there is a Collective that has been created. The name is Sawmill Sixth Man. I have been asked to serve in a board I*3188285, Entity Type: Entity Charitable, Name of OBA: Kourage Health, Address: Tyler, Texas, 75702, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 12/01/2025, No Hours: 3 Monthly, No Hours during Trading: 3 Monthly, Duties: General board member responsible for setting the organization's strategic direction, recruiting and supporting the Executive Director, ensuring financial health, and maintaining legal and ethical integrity. Non profit organization that empowers individuals with serious health conditions to take steps to renewed life. Their programs boost physical strength, lift spirits, and promote lifelong wellness.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-05
• S63 Uniform Securities Agent State Law Examination
  1996-07-18