Joseph Milici (CRD# 6089313) is an Investment Advisor Representative working at Lumiere Financial in New York, NY and has over 9 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | New York, NY | Aug 2022 - Current | 1 |
| Lumiere Financial Group | New York, NY | Jul 2022 - Current | 1 |
| Equitable Advisors, LLC | New York, NY | Nov 2012 - Jul 2022 | 9 |
| Axa Advisors, LLC | New York, NY | Nov 2012 - Jun 2020 | 7 |
| Long Horn Steakhouse | North Haven, CT | Oct 2010 - Mar 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
| S63 | Uniform Securities State Law Examination | Jul 2014 |
- CT
- FL
- NY
-
Total Assets Under Management45MILLIONS
-
Total Number of Accounts202ACCOUNTS
-
Average Account Value$222,680
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CT, FL, MA, NJ, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.