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EM

Eugene A. Miao

NUVEEN SECURITIES
New York, NY 10152
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CRD#: 1208108
EM

Professional summary


Eugene Anthony Miao, who also goes by Eugene Anthony Miao, Eugene Miao, is a registered financial professional currently at NUVEEN SECURITIES, LLC located in New York, New York.

Eugene is registered as a RR (Registered Representative) and started their career in finance in 1990. Eugene has worked at 6 firms and has passed the Series 63, Series 82TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eugene Anthony Miao | Eugene Miao

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Eugene Anthony Miao's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 10, 2024 - Present

NUVEEN SECURITIES, LLC

Office #1: 375 Park Avenue, New York, NY 10152
BD
CRD#: 469
New York, NY
Past

April 30, 2009 - November 1, 2012

NEXBANK SECURITIES INC

BD
CRD#: 133267
NEW YORK, NY
Past

May 16, 2007 - January 29, 2008

NEXBANK SECURITIES INC

BD
CRD#: 133267
NEW YORK, NY
Past

April 20, 2005 - April 18, 2007

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

March 21, 2003 - January 31, 2005

CRT CAPITAL GROUP LLC

BD
CRD#: 28830
STAMFORD, CT
Past

March 11, 1998 - February 21, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 4, 1990 - March 10, 1998

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/10/2025)
RR
Alaska
(1/10/2025)
RR
Arizona
(1/10/2025)
RR
Arkansas
(1/10/2025)
RR
California
(1/10/2025)
RR
Colorado
(1/10/2025)
RR
Connecticut
(7/11/2024)
RR
Delaware
(1/10/2025)
RR
District of Columbia
(1/10/2025)
RR
Florida
(1/10/2025)
RR
Georgia
(1/10/2025)
RR
Hawaii
(1/10/2025)
RR
Idaho
(1/10/2025)
RR
Illinois
(1/10/2025)
RR
Indiana
(1/10/2025)
RR
Iowa
(1/10/2025)
RR
Kansas
(1/10/2025)
RR
Kentucky
(1/10/2025)
RR
Louisiana
(1/10/2025)
RR
Maine
(1/10/2025)
RR
Maryland
(1/10/2025)
RR
Massachusetts
(1/10/2025)
RR
Michigan
(1/10/2025)
RR
Minnesota
(1/10/2025)
RR
Mississippi
(1/10/2025)
RR
Missouri
(1/10/2025)
RR
Montana
(1/10/2025)
RR
Nebraska
(1/10/2025)
RR
Nevada
(1/10/2025)
RR
New Hampshire
(1/10/2025)
RR
New Jersey
(1/10/2025)
RR
New Mexico
(1/10/2025)
RR
New York
(1/9/2025)
RR
North Carolina
(1/10/2025)
RR
North Dakota
(1/10/2025)
RR
Ohio
(1/13/2025)
RR
Oklahoma
(1/10/2025)
RR
Oregon
(1/10/2025)
RR
Pennsylvania
(1/10/2025)
RR
Puerto Rico
(1/10/2025)
RR
Rhode Island
(1/10/2025)
RR
South Carolina
(1/10/2025)
RR
South Dakota
(1/10/2025)
RR
Tennessee
(1/10/2025)
RR
Texas
(1/10/2025)
RR
Utah
(1/10/2025)
RR
Vermont
(1/10/2025)
RR
Virgin Islands
(1/10/2025)
RR
Virginia
(1/10/2025)
RR
Washington
(1/10/2025)
RR
West Virginia
(1/10/2025)
RR
Wisconsin
(1/10/2025)
RR
Wyoming
(1/10/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 1/9/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 7/10/2024
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


NUVEEN SECURITIES, LLC
NUVEEN SECURITIES, LLC
JOHN NUVEEN & CO., INCORPORATED | NUVEEN SECURITIES, LLC | NUVEEN SECURITIES - USED ON SALES AND MARKETING LITERATURE | NUVEEN INVESTMENTS, LLC | NUVEEN INVESTMENTS

CRD#: 469 / SEC#: , 8-13464

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
333 West Wacker Drive, Chicago, IL 60606-1286
Mailing Address
333 West Wacker Drive, Chicago, IL 60606-1286
Phone number
(312) 917-7700
Established
Delaware since 09/07/1967
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
NUVEEN INVESTMENTS, INC.MANAGING MEMBER
CARLIN, JEFFREY DENNISCHIEF EXECUTIVE OFFICER2684780
MANGANO, JENNIFER LYNNCHIEF FINANCIAL OFFICER7659359
SATRE, LUCAS ARTHURGENERAL COUNSEL2208099
SMITH, SHANITA SPIVEYCHIEF COMPLIANCE OFFICER5174146

Disclosures


Regulatory Event7
Civil Event2
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NUVEEN SECURITIES, LLC

NUVEEN SECURITIES, LLC

CRD#: 469New York, NY 10152

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