Micah Jon Miller
Investment adviser representative at Cresset Asset Management, LLC
11 yearsExperience
1 stateRegistered in
$78.9BFirm assets
9 yearsFirm in business
Are you Micah Jon Miller? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cresset Asset Management, LLCAug 2023 to now
- First Republic Investment Management, IncNov 2022 to Jul 2023
- First Republic Securities Company, LLCNov 2022 to Jul 2023
- Morgan StanleyJan 2019 to Nov 2022
- Pillsbury Winthrop Shaw Pittman, LLPJul 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cresset Asset Management, LLC
$78.9BAssets managed
4,911Clients
211Advisers
9 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
- 7041989
- Firm CRD
- 288566