Andrew Miller (CRD# 7151860) is an Investment Advisor Representative working at Cassia Capital Partners LLC in Winston Salem, NC and has over 4 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cassia Capital Partners LLC | Winston Salem, NC | Jun 2019 - Current | 4 |
Flow Companies | Winston Salem, NC | Jun 2018 - Oct 2019 | 1 |
Student | Cedarville, OH | Aug 2014 - May 2018 | 3 |
Shelly Company | Findlay, OH | May 2016 - Aug 2016 | < 1 |
Crossroads Group | Richfield, OH | May 2015 - Aug 2015 | < 1 |
Maritz Research Company | Maume, OH | May 2013 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- NC
-
Total Assets Under Management194MILLIONS
-
Total Number of Accounts475ACCOUNTS
-
Average Account Value$408,812
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NC, SC, TX, VA
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