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 4 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boston, MA||Jul 2015 - Current||1|
|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|
|The Burgess Company||Pembroke, MA||Jun 2007 - Aug 2007||< 1|
|Tabor Academy||Marion, MA||Sep 2006 - Jun 2007||< 1|
|Sandbaggers Driving Range||Duxbury, MA||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.