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Carrie Lynne Miller

TRELLIS WEALTH ADVISORS, LLC·SAN LUIS OBISPO, California
Unclaimed Profile
1135 SANTA ROSA STREET, SAN LUIS OBISPO, CA 93401CRD# 2624990Firm CRD# 154861
01

About

Carrie Lynne Miller is a registered financial advisor based in SAN LUIS OBISPO, California, affiliated with TRELLIS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
TRELLIS WEALTH ADVISORS, LLC
TRELLIS WEALTH ADVISORS, LLC
AUM
$347M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TRELLIS WEALTH ADVISORS, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2624990
Firm CRD# 154861
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carrie Lynne Miller offer?
Carrie Lynne Miller specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN LUIS OBISPO, California for a consultation.
What are Carrie Lynne Miller's credentials?
Carrie Lynne Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carrie Lynne Miller located?
Carrie Lynne Miller is based in SAN LUIS OBISPO, California, working with TRELLIS WEALTH ADVISORS, LLC. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.
How does Carrie Lynne Miller charge for services?
Carrie Lynne 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 TRELLIS WEALTH ADVISORS, LLC?
TRELLIS WEALTH ADVISORS, LLC has approximately 4 employees and manages $347M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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