Welcome to Miller Moore

+ 1 917 310-2819


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Why Miller Moore?

Our Approach

With over 50 years of experience in global investment management, we’ve experienced a lot of different clients and situations. We know how important it is to respond quickly to market events to protect and grow your money. Our aim is to become a reliable partner who really understands you, and who’ll be there for you long term.

You need more than just a bank. You need a companion to help you through all of life's ups and downs.

Trade investments on your own.

Build, manage, and trade stocks in your portfolio with the latest innovative tools and our most advanced desktop platform.

Let our robo-advisor do the work.

Our robo-advisor, MM Intelligent Portfolios®, automates investing by building, managing, and even rebalancing your portfolio.

Work with a Miler Moore advisor.

You have unique financial goals, and a Miller Moore Financial Consultant can work with you to build a custom financial plan.

Expect transparent pricing and low costs.

We help make it easy for you to be an informed investor at Miller Moore. We clearly explain the fees we charge and help you understand the common costs you can incur.

Accounts & Products

With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. That's where we come in. We'll provide world-class investment expertise based on our time-tested philosophy, disciplined process, and proprietary capital market assumptions. Whether you're just starting out or you're ready for more specialized wealth management, you'll have access to a variety of productss to help you build your ideal portfolio.

Online Banking

Built with you in mind.

We think that your banking experience should work seamlessly with your investing experience. Let Miller Moore Bank help you on your financial journey with the products you want and the service you have come to expec.

Strategic Borowing

Sometimes the smart move might be to borrow in order to achieve your goals. But knowing how you should borrow can be difficult. The type of loan that may be right for you will depend on your unique situation—and we're here to help you figure out the best way to bring smart debt into your financial plan.


Trading stocks with Miller Moore offers you free access to real time price data on US stocks and competitive fees on Hong Kong stocks to help you get more from the markets. You can also trade fractional shares, for example 0.3 of one Apple share, which then turns into a CFD.


Options are a flexible investment tool that can help you take advantage of any market condition. With the ability to generate income, help limit risk, or take advantage of your bullish or bearish forecast, options can help you achieve your investment goals.

Index Funds

We believe in the power of indexing.

  • Simple
  • Low Cost
  • Access
  • Expand your investments via indices trading. Broaden your investments with equity segments across various markets.


    For investors interested in cryptocurrency, Miller Moore has several choices for gaining exposure to cryptocurrency markets, though spot trading of cryptocurrency is not currently available.


    The leadership team behind Miller Moore has proven experience in banking, trading and financial technology. Their priority? Helping you to succeed.

    We are a globally regulated broker, and for the safety of all our clients we offer segregated funds protection. If you can't decide which account is right for you, you're wondering how to get started as a complete beginner, or you'd like to ask us anything about our products or services, please get in touch. We're here to help.

    Miller Moore Stock Slices™

    Now you can own fractional shares of any of America's leading companies in the S&P 500® for as little as $5, even if their shares cost more.

    Satisfaction Guarantee

    We believe every investor deserves to work with a firm they can count on.

    Complimentary Plan

    Take control of your tomorrow with a financial plan.

    Retirement Income Solutions

    When it's time to help turn retirement savings into retirement income.

    Ready to feel good about your finances?

    Our advisors are here to make it happen and guide you every step of the way. It's easy to get started—no commitment, just a conversation.

    Questions about brokerage accounts & services? We've got answers.

    Our brokerage accounts have features that are similar to a bank account—you can deposit and withdraw money when you wish, use checks, debit cards, and make automatic payments. However, there are a couple major differences between them. Your brokerage account gives you the ability to buy and sell securities (e.g., mutual funds, ETFs, stocks, bonds, etc.) to help grow your money, while a bank account typically helps you manage your cash through a savings or checking account. Brokerage accounts are also not FDIC Insured, while bank balances are (up to $250K per depositor). The insurance you get for a brokerage account only protects you against brokerage failure (SIPC).

    An investment advisor, also known as a financial advisor, has gone through special training to earn credentials indicating that they have the expertise to offer investment advice and products to you. Our financial advisors will put your interests first. This means that any recommendations they make to you will be tailored to your specific needs, preferences, and financial circumstances. An insurance agent is trained and licensed to offer you the right type of policies and coverage amounts to suit your needs and financial situation. Insurance agents also stay in touch after the policy is purchased, checking in periodically to make sure that it's still the best fit for you. Since we consider life insurance the foundation for most financial plans, your insurance agent should be an important part of your financial planning team.

    Our advisors start by looking at your financial big picture, giving you expert guidance and recommending investments to help you reach your goals. They'll help you access investments that can align to your goals, but they do not offer ongoing monitoring of your investments. You’ll have full control over your account and make all decisions about when to purchase, hold, or sell any of your investments. Ready to start investing?

    Yes, they are. Miller Moore is a member of the Financial Industry Regulatory Authority (FINRA) and registered with the Securities and Exchange Commission (SEC). Ready to get started?

    First, you'll need to meet with a financial advisor to get your brokerage account set up. Then your advisor will design an investment strategy tailored to your goals. Once your account is set up, you can go online to:

  • Review detailed information about your account
  • Monitor your account balance
  • Make one-time deposits to your brokerage account or contribute to your IRA
  • Sign up for e-Delivery
  • Connect your other accounts to see your financial picture all in one place
  • Our Experts

    With an outstanding depth and breadth of industry knowledge, Miller Moore experts and contributors deliver insightful analysis and practical advice to help you make better investment decisions.

    Joey Henderson

    Managing Director, Head of Manager Research, Miller Moore Investment Advisory

    Jasmin Jaquline

    Trading Services Manager

    Lauren Taylor

    Managing Director, Chief Fixed Income Strategist

    Danny J. Logan

    Managing Director, Chief Investment Strategist