Cynthia Alyssa Miller
Investment adviser representative at Greykasell Wealth Strategies, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$443.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Greykasell Wealth Strategies, Inc.Feb 2024 to now
- David J EisenhauerJan 2019 to Feb 2024
- Northwestern Mutual Investment Services LLCJan 2019 to Feb 2024
- Northwestern Mutual Wealth Management CompanyJan 2019 to Feb 2024
- Walnut Creek AquabearsSep 2017 to Dec 2018
- Dewing Park Swim TeamMay 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Greykasell Wealth Strategies, Inc.
$443.2MAssets managed
124Clients
2Advisers
2 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
- 7060119
- Firm CRD
- 329018