Philip Miller (CRD# 6515671) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 8 years of experience in the finance industry.
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 4999910
Fidelity Personal And Workplace Advisors
CRD# 4672511
Amundi Asset Management Us, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Wellesley Hills, MA | May 2017 - Current | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills, MA | Dec 2016 - Current | 7 |
| Leigh Baldwin & Company, LLC | Cazenovia, NY | Dec 2015 - Dec 2016 | 1 |
| Leigh Baldwin & Company, LLC | Cazenovia, NY | Sep 2015 - Dec 2015 | < 1 |
| Birmingham Southern University | Birmingham, AL | Aug 2011 - Sep 2015 | 4 |
| Parkview Catering | Birmingham, AL | Jun 2015 - Aug 2015 | < 1 |
| Nowlin & Associates | Birmingham, AL | May 2015 - Jul 2015 | < 1 |
| Vestavia Country Club | Vestavia Hills, AL | Apr 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- CT
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- 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, 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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