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Mark Robert Miller

Blueview Investment LLC

Glenview, IL

CRD 2532532

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Employer firm

Blueview Investment LLC CRD 290247

$20.0M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Blueview Investment Llc

Glenview, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-01-24
  • IL RA
    APPROVED
    Since 2018-01-24

Branch Locations

Glenview, IL • 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
William Blair & Company L.L.C. Chicago IL 07/1999 10/2016
Crystal Rock Capital Management Bannockburn IL 01/2016 06/2017
Blueview Investment Llc Glenview IL 07/2017 Present
  • 07/1999 → 10/2016
    William Blair & Company L.L.C.
    Chicago, IL
  • 01/2016 → 06/2017
    Crystal Rock Capital Management
    Bannockburn, IL
  • 07/2017 → Present
    Blueview Investment Llc
    Glenview, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-10-03
  • S63 Uniform Securities Agent State Law Examination
    1994-10-03
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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