Miles Burgess, financial advisor Boston MA
90 score

Miles Burgess

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Miles C. Burgess
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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