Joseph E Miller
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.Feb 2026 to now
- Rhinebeck Asset ManagementFeb 2026 to now
- Rhinebeck BankApr 2025 to Feb 2026
- UnemployedSep 2024 to Mar 2025
- 14 RailroadMay 2023 to Aug 2024
- Wright BrothersMay 2022 to Aug 2022
- Hudson United MortgageMay 2021 to Aug 2021
- Wright BrothersApr 2020 to Aug 2020
- Penn State UniversityAug 2019 to May 2023
- Grapp RistoranteJan 2017 to Jul 2019
- Warwick High SchoolJan 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8235679
- Firm CRD
- 35371