Justin Russell Miller
Investment adviser representative at Milestone Financial Associates, LLC
17 yearsExperience
1 stateRegistered in
CFADesignation
$654.5MFirm assets
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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
Experience
17 years in the industry.
- Milestone Financial Associates, LLCMay 2008 to now
- Commonwealth Financial NetworkOct 2011 to Aug 2025
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (PA).
Milestone Financial Associates, LLC
$654.5MAssets managed
645Clients
8Advisers
1 yearIn 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
- 5710225
- Firm CRD
- 336684