Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Micah? Claim Your ProfileMicah Jon Miller is an investment advisor representative at Cresset Asset Management, LLC. Micah has been in the industry since 2019 and holds Series 66, Series 7TO, and SIE licenses. Micah has previously worked at First Republic Securities Company, LLC, and Morgan Stanley. Micah focuses on providing portfolio management and financial planning services to high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
08/18/2023 - Present
Cresset Asset Management, LLC (CHICAGO IL)
CA
11/16/2022 - 07/31/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
04/04/2019 - 11/29/2022
MORGAN STANLEY (Menlo Park CA)
BOTH
Issued 06/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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