Investment adviser representative · Cerity Partners LLC

Lance A. Miller

CRD 6655370 · Atlanta, GA

At a glance

Lance A. Miller is an investment adviser representative with Cerity Partners LLC in Atlanta, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lance’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.

Current advisory firms

Cerity Partners LLCSince October 2026Atlanta, GA · $162B in regulatory assets
Compass Wealth Management, LLCSince September 2022Atlanta, GA · $308M in regulatory assets

SEC adviser record

Registered since: 2016 (10 years)
Designations: Certified Financial Planner
Exams: Series 66
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Lance’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 1 firmLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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