Inactive

Andrew Robert Miller

Cassia Capital Partners LLC

Winston Salem, NC

CRD 7151860

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Employer firm

Cassia Capital Partners LLC CRD 159911

$251M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Cassia Capital Partners Llc

1144 West Fourth Street Suite 200, Winston Salem, NC 27101 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2019-09-27

NC RA
APPROVED

Since 2019-09-27

Branch Locations

1144 West Fourth Street Suite 200, Winston Salem, NC 27101 • 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

Organization	City	State	From	To
Cassia Capital Partners Llc	Winston Salem	NC	06/2019	Present
Flow Companies	Winston Salem	NC	06/2018	10/2019
Student	Cedarville	OH	08/2014	05/2018

06/2019 → Present

Cassia Capital Partners Llc

Winston Salem, NC
06/2018 → 10/2019

Flow Companies

Winston Salem, NC
08/2014 → 05/2018

Student

Cedarville, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-09-27

S65 Uniform Investment Adviser Law Examination

2019-09-27

Designations

Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

JASON PAUL STERN

RYAN EDWARD BEAUDRY

CARLA WICKLINE THRASHER

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · WINSTON SALEM, NC

LPL FINANCIAL LLC · WINSTON SALEM, NC

EDWARD JONES · WINSTON SALEM, NC

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