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Adrian James Miner

Moelis & Co. LLC

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About Adrian James Miner

Adrian James Miner is a financial professional with over 2 years of experience in the industry. Adrian is currently registered with Moelis & Co. LLC as an Investment Banking Registered Representative. Adrian's primary focus is on providing investment advice and financial planning services to individuals and businesses. Adrian holds the Series 79TO and SIE licenses.

Firm Information

Adrian Miner is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Adrian Miner’s Registration & Firm History

TX

05/31/2024 - Present

Moelis & Co. LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 05/30/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/07/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adrian James Miner.
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