Gerard Edward Miles

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2016 → 09/2018
  Proequities, Inc
  Cincinnati, OH
• 10/2018 → 08/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brooklyn, NY
• 10/2018 → 08/2025
  Bank Of America N.A
  Brooklyn, NY
• 09/2025 → Present
  Mercer Global Advisors Inc.
  New York, NY
• 05/2016 → 09/2018
  Protective Life
  Cincinnati, OH
• 04/2016 → 05/2016
  Unemployed
  Alexandria, VA

Previous Registrations

• 2018-12-10 → 2025-08-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brooklyn, NY
  New York, NY
  Brooklyn, NY
  Brooklyn, NY
  Melville, NY
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY

Exams

• S66 Uniform Combined State Law Examination
  2018-12-08
• S63 Uniform Securities Agent State Law Examination
  2016-10-21

Designations

• Certified Financial Planner

Other Names

• Gerard Miles
• Gerard Edward Miles