Best Investors Account Sign in
Inactive

Micah Jon Miller

Cresset Asset Management, LLC

San Francisco, CA

Chicago, IL

Claim This Profile
Current Employers
Cresset Asset Management, Llc

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-18
  • CA RA
    APPROVED
    Since 2023-08-18

Branch Locations

101 California Street Suite 4200, San Francisco, CA 94111 • United States

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Menlo Park CA 01/2019 11/2022
Pillsbury Winthrop Shaw Pittman, Llp Palo Alto CA 07/2015 12/2018
First Republic Securities Company, Llc San Francisco CA 11/2022 07/2023
First Republic Investment Management, Inc San Francisco CA 11/2022 07/2023
Cresset Asset Management, Llc Chicago IL 08/2023 Present
  • 01/2019 → 11/2022
    Morgan Stanley
    Menlo Park, CA
  • 07/2015 → 12/2018
    Pillsbury Winthrop Shaw Pittman, Llp
    Palo Alto, CA
  • 11/2022 → 07/2023
    First Republic Securities Company, Llc
    San Francisco, CA
  • 11/2022 → 07/2023
    First Republic Investment Management, Inc
    San Francisco, CA
  • 08/2023 → Present
    Cresset Asset Management, Llc
    Chicago, IL
Previous Registrations
  • 2022-11-16 → 2023-07-31
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
  • 2019-06-04 → 2022-11-29
    Morgan Stanley
    Palo Alto, CA
    Menlo Park, CA
    Oakland, CA
    Menlo Park, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-04
  • S66 Uniform Combined State Law Examination
    2019-06-04

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor