Ross B Miller

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 10/2016 → 04/2017
  Unemployed
  Seattle, WA
• 12/2014 → 10/2016
  West Monroe Partners
  Seattle, WA
• 04/2017 → 02/2024
  Morgan Stanley
  Seattle, WA
• 06/2017 → 02/2024
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2024 → Present
  Wells Fargo Clearing Services, Llc
  Seattle, WA
• 06/2017 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2017-06-01 → 2024-02-07
  Morgan Stanley
  Seattle, WA

Other Businesses

K MILLER DDS MS PLLC DBA KELLY MILLER SPECIALTY DENTISTRY; INV RELATED; KIRKLAND, WA; 100% OWNERSHIP WITH SPOUSE; START 09/13/2019; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; SPOUSE RUN DENTIST OFFICE. WOODVINVILLE MONTESSORI SCHOOL, NOT INVT RELATED, BOTHELL, WA, BOARD OF TRUSTEES, START DATE 8/7/2024, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING BOARD MEETINGS AND PARTICIPATING IN GUIDING THE EXECUTIVE DIRECTOR IN HER DUTIES.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-01

Other Names

• Ross Bradley Miller
• Ross Miller