Brian D. Miller

245 INVESTMENTS LLC

Sacramento, CA 95816

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CRD#: 5284486

Professional summary

Brian Daniel Miller is a registered financial advisor currently at 245 INVESTMENTS LLC located in Sacramento, California.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brian has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Alta Mesa Improvement Company/Alta Mesa Cemetery Association Non investment related 695 Arastradero Road, Palo Alto, CA 94306 Cemetery Operations & Finance Director 08/2016 3 hours/month 0 during trading hours Board of directors responsible for operations and finance Blue Shield of California Non investment related 601 12th St, Oakland, CA 94607 California not for profit health plan Senior Manager 07/2012 160 hours/month 60 hours/month during trading hours Manage supplier sourcing

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Daniel Miller's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 22, 2024 - Present

245 INVESTMENTS LLC

Office #1: 2108 N Street #6798, Sacramento, CA 95816

RIA

CRD#: 330299

Sacramento, CA

Past

March 23, 2020 - December 31, 2023

FARNAM STREET INVESTMENTS

RIA

CRD#: 155372

FOLSOM, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/22/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/26/2020

Uniform Investment Adviser Law Examination

Current Firm

245 INVESTMENTS LLC

CRD#: 330299 / SEC#:

California

Registered Investment Advisory firm - (4/22/2024 Approved)

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Contact information

Main Address

2108 N Street #6798, Sacramento, CA 95816

Mailing Address

Phone number

(415) 349-3256

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 2,427,622

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.

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Brian D. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Daniel Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

245 INVESTMENTS LLC

FARNAM STREET INVESTMENTS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/26/2020

Current Firm

245 INVESTMENTS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

245 INVESTMENTS LLC

TRUST BUT VERIFY

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