Samantha Miller (CRD# 7479046) is an Investment Advisor Representative working at Morgan Stanley in Grosse Pointe Farms, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a | New York, NY | Mar 2022 - Current | 2 |
| Morgan Stanley | Pointe Farms, MI | Feb 2022 - Current | 2 |
| Unemployment | Beverly Hills, MI | Sep 2021 - Feb 2022 | < 1 |
| Shipt | Metro Detroit, MI | Nov 2020 - Sep 2021 | < 1 |
| The Rusty Bucket Restaurant & Tavern | Bingham Farms, MI | May 2019 - May 2021 | 2 |
| Grand Valley State University | Allendale, MI | Aug 2016 - May 2021 | 4 |
| Grand Valley State University - Gvsu Family Health Center | Grand Rapids, MI | May 2017 - Dec 2018 | 1 |
| Grand Valley State University - Admissions Department | Allendale, MI | Oct 2016 - Sep 2017 | < 1 |
| City Of Fenton | Fenton, MI | May 2017 - Aug 2017 | < 1 |
| Grand Valley State University - Health Department | Grand Rapids, MI | Apr 2017 - May 2017 | < 1 |
| Olgas Kitchen | Clinton Township, MI | Nov 2015 - Aug 2016 | < 1 |
| Troy Police Department | Troy, MI | Sep 2014 - Aug 2016 | 1 |
| L'anse Creuse High School - North | Macomb, MI | Aug 2014 - May 2016 | 1 |
| Troy Public School | Troy, MI | Aug 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- MI
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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