Cynthia Alyssa Miller

Employer firm

Greykasell Wealth Strategies, Inc. CRD 329018

$443M regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S63 Uniform Securities Agent State Law Examination
  2021-09-25

Designations

• Certified Financial Planner

Other Names

• Cynthia Alyssa Pammett
• Cynthia Alyssa Pammett