Mary Miller, financial advisor Bloomfield Hills MI
90 score

Mary Miller

CRD Number: 6072087
Current Firm: Gregory J. Schwartz & Company, Inc.

Mary Miller (CRD# 6072087) is an Investment Advisor Representative working at Gregory J. Schwartz & Company, Inc. in Bloomfield Hills, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Gregory J. Schwartz & Company, Inc. Bloomfield Hills, MI Nov 2016 - Current 1
Ubs Financial Services Inc. Weehawken, NJ Aug 2013 - Nov 2016 3
Unemployed Bloomfield Hills, MI May 2013 - Aug 2013 < 1
University Of Notre Dame Notre Dame, IN Aug 2012 - May 2013 < 1
Ubs Financial Services New York, NY Jun 2012 - Aug 2012 < 1
University Of Notre Dame Notre Dame, IN Aug 2011 - May 2012 < 1
Fox News New York, NY Jun 2011 - Aug 2011 < 1
University Of Notre Dame Notre Dame, IN Aug 2010 - May 2011 < 1
Lilly Pulitzer Troy, MI Jun 2010 - Aug 2010 < 1
University Of Notre Dame Notre Dame, IN Aug 2009 - May 2010 < 1
Zieben Mare Franklin, MI Jun 2009 - Aug 2009 < 1
Marian High School Bloomfield Hills, MI Aug 2005 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Mary S. Miller
Phone Number: 248-644-2701
Firm Website:
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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