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Cynthia Alyssa Miller

Greykasell Wealth Strategies, Inc.

Danville, CA

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Current Employers
Greykasell Wealth Strategies, Inc.

145 E. Prospect Suite 202, Danville, CA 94526 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-27
  • CA RA
    APPROVED
    Since 2026-08-27

Branch Locations

145 E. Prospect Suite 202, Danville, CA 94526 • 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
David J Eisenhauer Walnut Creek CA 01/2019 02/2024
Walnut Creek Aquabears Walnut Creek CA 09/2017 12/2018
Dewing Park Swim Team Walnut Creek CA 05/2016 12/2017
Northwestern Mutual Investment Services Llc Walnut Creek CA 01/2019 02/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2019 02/2024
Greykasell Wealth Strategies Danville CA 02/2024 Present
  • 01/2019 → 02/2024
    David J Eisenhauer
    Walnut Creek, CA
  • 09/2017 → 12/2018
    Walnut Creek Aquabears
    Walnut Creek, CA
  • 05/2016 → 12/2017
    Dewing Park Swim Team
    Walnut Creek, CA
  • 01/2019 → 02/2024
    Northwestern Mutual Investment Services Llc
    Walnut Creek, CA
  • 01/2019 → 02/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 02/2024 → Present
    Greykasell Wealth Strategies
    Danville, CA
Other Businesses

Licensed insurance agent - 5-10 hours per week during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-09-25
  • S63 Uniform Securities Agent State Law Examination
    2021-09-25
Designations
Other Names
  • Cynthia Alyssa Pammett
  • Cynthia Alyssa Pammett

View on SEC IAPD

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URSA FUND MANAGEMENT LLC
MARINER
FULLERTON ADVISORS, LLC

Other Investors

CHRISTOPHER JAMES GALLAGHER
TRACY JAO
JOHN HO SEO
Shawn Helene-Leonard Hawkins
JOHN R SLONAKER
JOHN ANDREW HANNON
CLARK JAMES GERANEN
MICHAEL DAVID ALLARD

Other Offices

GALLAGHER WEALTH MANAGEMENT · DANVILLE, CA
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · DANVILLE, CA
SANCTUARY ADVISORS, LLC · Danville, CA
LPL FINANCIAL LLC · DANVILLE, CA
SANCTUARY ADVISORS, LLC · Danville, CA
THE PACIFIC CENTER FOR FINANCIAL SERVICES · DANVILLE, CA
URSA FUND MANAGEMENT LLC · DANVILLE, CA
SANCTUARY ADVISORS, LLC · DANVILLE, CA

More in Danville, CA

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