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Advisors / Oregon / Portland
31yrs

Michael Miser

Financial advisor at Merrill

Based in Portland, Oregon, Michael Miser is a fiduciary financial advisor with 31 years of industry experience. Michael has been with Merrill since 2018; before that, Michael spent a year at Stratos Wealth Partners and ten years at Oppenheimer & Co.. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.

One of 1175 advisors with offices in Portland, and one of 1075 fiduciaries.

Portland, OR 97209Top 14% by experience at MerrillFiduciary advisor
Call MerrillDirections

At a glance

Experience31 years (since 1996)
How that compares ?Top 14% by experience at Merrill
Office221 NW 21st Ave, Portland, OR 97209
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2018 – now
    MerrillCurrent firm
  2. Feb 2017 – Mar 2018
  3. 2007 – 2017
  4. Mar 2006 – Jan 2007
  5. Mar 2004 – Jan 2006
    Charles Schwab & CO., Inc.Previously
  6. 1998 – 2004
    MerrillPreviously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call Merrill at (800) 637-7455 and ask for Michael Miser. Michael works from the Portland, OR office.

How long has Michael been a financial advisor?

Michael has been in the industry since 1996, about 31 years. Top 14% by experience at Merrill.

What licenses does Michael hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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