Katherine Elizabeth 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

• 07/2023 → Present
  Morgan Stanley
  New York, NY
• 06/2022 → 09/2022
  Morgan Stanley
  Atlanta, GA
• 09/2019 → 06/2023
  Santa Clara University
  Santa Clara, CA
• 09/2013 → 06/2019
  Sacred Heart Greenwich
  Greenwich, CT
• 07/2021 → 09/2021
  Flexit Fitness
  New York, NY

Other Businesses

*687170- Pickle; Investment related: No; New York, New York; Other; Other - Clothing Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 5; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2024-01-30

Other Names

• Katie Miller
• Katherine E Miller