Kylie Morgan Miller

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 05/2022 → 09/2025
  Graypoint Llc
  Albany, NY
• 07/2020 → 05/2022
  Andersen Tax
  Greenwich, CT
• 09/2015 → 05/2020
  Siena College
  Loudonville, NY
• 09/2025 → Present
  Cerity Partners
  New York, NY

Previous Registrations

• 2024-06-06 → 2025-10-03
  Graypoint Llc
  Albany, NY

Other Businesses

1:Alzheimers Association of Northeastern NY; Not Investment Related; 1003 Loudon Road, Cohoes, NY 12047; Non-profit organization raising funds for research and fighting for a cure ; Junior Board Co-President; 7/1/2024; 0 hrs/month during securities trading hours; 2 hrs/month outside of securities trading hours; Help plan the annual walk, gala and various other fundraisers

Other Names

• Kylie Morgan Mckenna