Zachary Stephen Miller
Investment adviser representative at Morgan Stanley
13 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Zachary Stephen Miller? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Morgan StanleyAug 2023 to now
- Bank of Montreal Family OfficeJun 2021 to Aug 2023
- Oregon State UniversityAug 2020 to Jun 2021
- HertzJun 2020 to Aug 2020
- Oregon State UniversityAug 2019 to Jun 2020
- Renaissance At Peterkort WoodsJun 2019 to Aug 2019
- Oregon State UniversityAug 2018 to Jun 2019
- Touchmark Retirement CommunitiesJun 2018 to Aug 2018
- Oregon State UniversityAug 2017 to Jun 2018
- Beach Hut DeliJul 2017 to Aug 2017
- Jesuit High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7787371
- Firm CRD
- 149777