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Trevor A. Miller
Financial Advisor
Guided Portfolio Manager
Financial Planning Specialist
Guided Portfolio Manager
Financial Planning Specialist
One New York Plaza
36th Floor
New York, NY 10004
36th Floor
New York, NY 10004
tel: 212-428-5249
toll free: 800-445-6529
fax: 212-428-5285
toll free: 800-445-6529
fax: 212-428-5285
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
- See Special Reports for the October On the Markets featuring "A Virtuous Cycle”. A virtuous cycle has emerged, supplanting that vicious cycle of the past year, whereby financial conditions and economic activity have improved simultaneously to become mutually reinforcing influences. Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard examine this important development. Also featured "Too Far Too Fast?” Emerging markets equities are up 60% so far this year and have doubled since their year-ago lows. Emerging Markets Strategist Barbara Reinhard weighs fundamental, valuation and investment sentiment to see if these markets have gone too far too fast.
- Access your accounts by clicking on Your Portfolio on the right-hand side of this page. While you are there, enroll in E-Delivery and help save some trees!
- The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
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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