Unclaimed Profile

Benjamin Henry Miller

UNDERHILL INVESTMENT MANAGEMENT LLC·GREENBRAE, California

Series 7, Series 63, Series 6512 years registeredUNDERHILL INVESTMENT MANAGEMENT LLC

100 DRAKES LANDING ROAD, GREENBRAE, CA 94904CRD# 2318873Firm CRD# 140390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin Henry Miller · GREENBRAE, CA

Registration

CRD #2318873 · UNDERHILL INVESTMENT MANAGEMENT LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: UNDERHILL INVESTMENT MANAGEMENT LLC

UNDERHILL INVESTMENT MANAGEMENT LLC

Jul 2014 – Apr 2019

GREENBRAE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 24, 2014

Years registered · 12

Disclosure History

1994Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

UNDERHILL INVESTMENT MANAGEMENT LLC

CRD 140390 · SEC 801-70241

AUM

$191M

Regulatory assets under management

Employees

99 client accounts

Services offered by UNDERHILL INVESTMENT MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at UNDERHILL INVESTMENT MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin Henry Miller offer?

Benjamin Henry Miller specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Benjamin Henry Miller's credentials?

Benjamin Henry Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin Henry Miller located?

Benjamin Henry Miller is based in GREENBRAE, California, last registered with UNDERHILL INVESTMENT MANAGEMENT LLC.

How does Benjamin Henry Miller charge for services?

Benjamin Henry Miller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNDERHILL INVESTMENT MANAGEMENT LLC?

UNDERHILL INVESTMENT MANAGEMENT LLC has approximately 6 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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