Stuart James Park

Employer firm

Park, Miller, LLC CRD 146856

$340M regulatory AUM

Reported services (Item 5G)

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

• 05/2008 → Present
  Park, Miller, Llc
  Walnut Creek, CA

Previous Registrations

• 1997-12-19 → 2008-04-30
  Osaic Fa, Inc.
  San Ramon, CA
  Walnut Creek, CA
  Walnut Creek, CA

Other Businesses

INSURANCE BROKERAGE WITH VARIOUS CARRIERS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-21