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Steven Ira Miller

Bernstein Institutional Services LLC

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About Steven Ira Miller

Steven Ira Miller is a registered representative with Bernstein Institutional Services LLC. Steven has been in the financial services industry since 1993 and has held previous positions with Sanford C. Bernstein & Co., LLC, J.P. Morgan Securities Inc., Bear, Stearns & Co. Inc., Prudential Equity Group, Inc., and Lehman Brothers Inc. Steven is a Series 7, Series 9, Series 10, Series 24, Series 4, Series 57TO, Series 99TO, and Series 63 licensed professional. Steven is registered with the state of New York.

Firm Information

Steven Miller is currently registered with Bernstein Institutional Services LLC. Bernstein Institutional Services LLC is a Limited Liability Company registered with the SEC and in all 50 states, plus Puerto Rico and the Virgin Islands. The firm was formed on October 15, 2021, and has 227 registered representatives and 85 investment advisory functions. Bernstein Institutional Services LLC provides educational seminars and publishes periodicals, and offers a range of advisory services.
Bernstein Institutional Services LLC

245 PARK AVE

NEW YORK, NY 10167

Not reported

Assets Under Management

Not reported

Total Clients

152

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Steven Miller’s Registration & Firm History

NY

03/29/2024 - Present

Bernstein Institutional Services LLC (NEW YORK NY)

NY

07/23/2009 - 03/29/2024

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NY

10/01/2008 - 07/24/2009

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

06/02/2008 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

09/10/2003 - 06/02/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

05/24/1994 - 09/10/2003

PRUDENTIAL EQUITY GROUP, INC. (NEW YORK NY)

NY

11/13/1991 - 03/29/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/20/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/30/2014

Series 24 - General Securities Principal Examination

BC

Issued 08/02/2010

Series 4 - Registered Options Principal Examination

BC

Issued 11/09/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/14/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX PEARL, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Steven Ira Miller.
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