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.
At a glance
Services through Merrill
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.
Career
- 2018 – nowMerrillCurrent firm
- Feb 2017 – Mar 2018Stratos Wealth Partners, LTDPreviously
- 2007 – 2017Oppenheimer & Co. Inc.Previously
- Mar 2006 – Jan 2007Key Investment Services LLCPreviously
- Mar 2004 – Jan 2006Charles Schwab & CO., Inc.Previously
- 1998 – 2004MerrillPreviously
Contact Michael
(800) 637-7455Firm headquarters in New York, NY. Ask for Michael. 221 NW 21st AvePortland, OR 97209Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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.