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Trevor A. Miller
Financial Advisor
Guided Portfolio Manager
Financial Planning Specialist
Guided Portfolio Manager
Financial Planning Specialist
388 Greenwich Street
4th Floor
New York, NY 10013
4th Floor
New York, NY 10013
tel: 212-816-1610
toll free: 800-257-2995
fax: 212-816-0179
toll free: 800-257-2995
fax: 212-816-0179
Welcome
Business Experience
- Morgan Stanley Smith Barney*
Financial Advisor
Guided Portfolio Manager
Financial Planning Specialist
New York, NY - Smith Barney*
Divisional Technology Training Officer
Assistant Vice President
New York, NY - Bankers Trust
Bank of New York
Integrated Resources
Management Consultant
New York, NY - E. F. Hutton & Co.
Department Manager
New York, NY
Education and Licensing
- B.B.A. - Management Science,
Baruch College
New York, NY - Guided Portfolio Manager Designation
- Financial Planning Specialist Designation
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health & Variable Annuity Insurance Licensed
Honors and Recognitions
- Citigroup Corporate and Investment Bank
"Thanks to You" Awarded for Outstanding Performance Above and Beyond - National Urban League - Citigroup Financial Connections
"Managing Your Money Wisely Series"
Volunteer Certificate of Distinction for Going Above and Beyond
Services
- Professional Portfolio Management
- Retirement Planning
- Lending Services
- Long Term Care Insurance
- Exchange Traded Funds
- Fixed Income
- Municipal Bonds
- Certificates of Deposit
- Insurance Services
- 401k Rollovers
- Wealth Management
- Estate Planning
- Business Planning
- Financial Planning
- Socially Responsible Investing
Associations
- Baruch College Alumni Association
New York, NY - New York Urban League
Financial Education Facilitator
Bulletin Board
- Join us for a Morgan Stanley Smith Barney Client Conference Call on Thursday, July 14th at 4:00 pm ET. CIO Jeff Applegate will host Dr. Richard Marston, the well-known Wharton professor. Topics will include the recent stock market rally, the inflation threat and retirement goals. Dial-in: 866-672-3366. Passcode: 17979136. For additional details see brochures.
- See Special Reports for the July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
- You may know others who would benefit from receiving the breadth of advice they and their wealth deserve. As someone who understands the value of working with a trusted advisor, we invite you to introduce your family, friends and business associates to our services.
Trevor A. Miller is licensed in the following state(s): CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, KY, LA, MA, MD, MO, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS
Municipal Market Commentary (pdf)
Equity Market Weekly (pdf)
Portfolio Strategist Digest (pdf)
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