Miles BurgessCRD Number: 6000810
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Miles Burgess (CRD# 6000810) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 5 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boston, MA||Jul 2015 - Current||2|
|Barclays Capital Inc.||Boston, MA||Oct 2013 - Jun 2015||1|
|Morgan Stanley Smith Barney||Boston, MA||Nov 2011 - Oct 2013||1|
|Barnes And Noble Booksellers||Hingham, MA||Sep 2011 - Dec 2011||< 1|
|Unemployed||Pembroke, MA||May 2011 - Sep 2011||< 1|
|Loyola University Maryland||Baltimore, MD||Aug 2010 - May 2011||< 1|
|Loyola University Maryland||Baltimore, MD||Apr 2010 - Aug 2010||< 1|
|Loyola University Maryland||Baltimore, MD||Aug 2009 - Apr 2010||< 1|
|Landscape By Runney||Pembroke, MA||Apr 2009 - Aug 2009||< 1|
|Loyola University Maryland||Baltimore, MD||Aug 2008 - Apr 2009||< 1|
|Landscape By Runney||Pembroke, MA||Apr 2008 - Aug 2008||< 1|
|Loyola University Maryland||Baltimore, MD||Aug 2007 - Apr 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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