Cynthia Miller has been an investment adviser representative at Greykasell Wealth Strategies since August 2026, and is not listed among the firm’s executive officers or direct owners.
Greykasell Wealth Strategies, Inc. is a Danville, CA firm with $443M under management, 124 clients and 3 advisers in one office, as of its March 2026 filing.
- – present · under a yearDanville, CA · Adviser representative · Firm CRD 329018
Investment adviser representative registrations
Cynthia Miller is registered as an investment adviser representative in California, since August 2026.
- CaliforniaSince 27 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 25 September 2021 |
| Series 7TO | General Securities Representative Examination | 3 July 2019 |
| SIE | Securities Industry Essentials Examination | 7 May 2019 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Cynthia Alyssa Miller
- CRD
- 7060119
- Firm
- Greykasell Wealth Strategies · CRD 329018
- Office
- 145 E. PROSPECT, SUITE 202, Danville, CA 94526
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Cynthia Miller work?
Cynthia Miller is an investment adviser representative registered through Greykasell Wealth Strategies, Inc. since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Cynthia Miller a financial advisor?
Yes. Cynthia Miller has a current investment-adviser registration in California, through Greykasell Wealth Strategies since August 2026.
How many years of experience does Cynthia Miller have?
Cynthia Miller has 3 years in the financial industry, since May 2023, across 1 adviser firm.
What exams has Cynthia Miller passed?
Cynthia Miller has passed 3 licensing exams: the SIE, Series 7TO and Series 63. The earliest, the SIE, was passed in May 2019.
Where is Cynthia Miller based?
Cynthia Miller’s registered office is in Danville, CA.
Is Cynthia Miller registered with FINRA?
No. Cynthia Miller has no current broker registration.
How can I verify Cynthia Miller’s record?
Search CRD 7060119 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cynthia Miller’s full registration record.
David EisenhauerOwner & President- Jessica RoeperChief Compliance Officer