Miner A. Crary
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Miner Allen Crary, who also goes by Miner A. Crary, was a registered financial professional .
Miner is a previously registered financial professional and started their career in finance in 1995. Miner had worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 6, 2007 - January 6, 2020
BIRCH HILL INVESTMENT ADVISORS LLC
November 1, 1995 - June 5, 2007
PRIO WEALTH LP
Primary Firm SEC Registration
BIRCH HILL INVESTMENT ADVISORS LLC
CRD#: 143750 / SEC#: 801-67818
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BIRCH HILL INVESTMENT ADVISORS LLC
CRD#: 143750 / SEC#: 801-67818
Contact information
SEC notice filing (23 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,346 |
| AUM (Assets Under Management) | $ 2,654,299,125 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/22/2025 | ||
| 07/01/2024 | ||
| 11/09/2023 | ||
| 11/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
