Mark R. Miller
Professional summary
Mark Robert Miller is a registered financial advisor currently at BLUEVIEW INVESTMENT LLC located in Glenview, Illinois.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Mark has worked at 4 firms and has passed the Series 63, SIE, Series 87, Series 16, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Robert Miller's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 24, 2018 - Present
BLUEVIEW INVESTMENT LLC
July 30, 1999 - November 3, 2015
WILLIAM BLAIR
November 7, 1996 - December 20, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 3, 1994 - March 1, 1996
CREDIT SUISSE SECURITIES (USA) LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/24/2018)
Exams
Current Firm
BLUEVIEW INVESTMENT LLC
CRD#: 290247 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 20,000,000 |
Red Flags
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