Mary Miller

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-26
CO	RA	APPROVED	2025-01-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Ubs Financial Services	Philadelphia	PA	06/2022	03/2023
Full-Time Education	Fallsington	PA	09/2012	05/2023
Charles Schwab & Co., Inc.	Lone Tree	CO	08/2023	12/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Collins	CO	03/2024	Present
Bank Of America, N.A.	Fort Collins	CO	04/2025	Present

06/2022 → 03/2023

Ubs Financial Services

Philadelphia, PA
09/2012 → 05/2023

Full-Time Education

Fallsington, PA
08/2023 → 12/2023

Charles Schwab & Co., Inc.

Lone Tree, CO
03/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Collins, CO
04/2025 → Present

Bank Of America, N.A.

Fort Collins, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-13

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