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Gregory Paul Miller

Investment adviser representative at Capital Client Group, Inc.
10 yearsExperience
1 stateRegistered in
CFADesignation
$0Firm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Other

Experience

10 years in the industry.

  1. Capital Client Group, Inc.Jan 2026 to now
  2. Capital Group / Capital Client Group, Inc.Jan 2026 to now
  3. Capital Group CompaniesSep 2024 to Jan 2026
  4. Principal Financial Group/principal Funds Distributor, Inc.Apr 2022 to Sep 2024
  5. University of North CarolinaJan 2021 to Dec 2023
  6. AIG Capital Services, Inc. / American General Life Ins.May 2019 to Apr 2022
  7. Aristotle Capital Management, Llc/imst Distributors, LLCJul 2017 to May 2019
  8. UnemployedFeb 2016 to Jul 2017

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2002

State registrations

Registered as an investment adviser representative in 1 state (CA).

Capital Client Group, Inc.

$0Assets managed
0Clients
606Advisers
13 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4070028
Firm CRD
6247
Advisor's SEC record (opens in a new tab)
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