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Paul Edward Miller

First Foundation Advisors

Los Angeles, CA

CRD 2528930

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Employer firm

First Foundation Advisors CRD 106075

$5.06B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
First Foundation Advisors

18101 Von Karman Ave Suite 700, Irvine, CA 92612-1051 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-20
  • CA RA
    APPROVED
    Since 2025-10-20

Branch Locations

10850 Wilshire Blvd Suite 100, Los Angeles, CA 90024 • 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
First Foundation Advisors Irvine CA 07/2012 Present
Previous Registrations
  • 2006-12-06 → 2009-03-18
    Banc Of America Investment Services, Inc.
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-27
S66 Uniform Combined State Law Examination 2006-12-05
S63 Uniform Securities Agent State Law Examination 1994-10-06
  • S65 Uniform Investment Adviser Law Examination
    2012-11-27
  • S66 Uniform Combined State Law Examination
    2006-12-05
  • S63 Uniform Securities Agent State Law Examination
    1994-10-06

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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