EM
CFP
EM
CFP

Eric Miller

30 Years of Experience
1 DisclosureBroker

Eric Miller is a CFP-designated registered investment advisor, based in San Francisco, CA, with 30 years of industry experience.

Location

275 Sacramento Street, 8th Floor, San Francisco, CA, 94111

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History

Regulatory History (1)
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Criminal
June 2012
Final Disposition
Other Business Activities

Eric founded Structured Products Consulting Group, LLC in 2020, a consulting firm. As of March 2023, he became a managing director at Fort Point Capital Partners, LLC, providing referrals to their Wealth Advisory and Asset Management practices, working full-time through his broker-dealer.

Employment History
Current Registrations
Uhlmann Price Securities, LLC
February 2024 - Present · 2 yrs 2 mos
Uhlmann Price Securities, LLCBroker
February 2024 - Present · 2 yrs 2 mos
Fort Point Capital Partners LLC
April 2023 - Present · 3 yrs
Previous Registrations
Mcg Securities LLCBroker
January 2021 - February 2024 · 3 yrs 1 mo
Hsbc Securities (USA) INC.Broker
May 2007 - September 2020 · 13 yrs 4 mos
Natixis Securities North America INC.Broker
April 2006 - May 2007 · 1 yr 1 mo
Abn Amro IncorporatedBroker
October 2005 - April 2006 · 6 mos
UBS Securities LLCBroker
June 1998 - October 2005 · 7 yrs 4 mos
Sbc Warburg Dillon Read INC.Broker
September 1997 - June 1998 · 9 mos
Sbc Warburg, INC.Broker
May 1997 - September 1997 · 4 mos
Lehman Brothers INC.Broker
October 1995 - May 1997 · 1 yr 7 mos
State Registrations3 states
ILNYPR
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Eric Miller - Financial Advisor | TrueAdvisor