Chad Ryan Miles
Investment adviser representative at Osaic Institutions, Inc.
10 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Institutions, Inc.Aug 2022 to now
- First BankAug 2022 to now
- Infinex Investments, inc.Aug 2022 to now
- Bancwest Investment Services, Inc.Jun 2018 to Jul 2022
- Bank of the WestJun 2018 to Jul 2022
- Mass Mutual Life Insurance CompanySep 2016 to Jun 2018
- MML Investors ServicesSep 2016 to Jun 2018
- Lenox Advisors, Inc. (mass Mutual)Aug 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3014326
- Firm CRD
- 35371