Ryan Miller, financial advisor Rochester NY

Ryan Miller

CRD Number: 6563884
Current Firm: Lawley Retirement Advisors

Ryan Miller (CRD# 6563884) is an Investment Advisor Representative working at Lawley Retirement Advisors in Rochester, NY and has over 5 years of experience in the finance industry. Ryan Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cadaret, Grant & Company, Inc. Rochester, NY Jan 2021 - Current < 1
Lawley Retirement Advisors Rochester, NY Nov 2020 - Current < 1
Lawley Retirement Advisors, LLC Buffalo, NY Nov 2020 - Current < 1
Unemployed Rochester, NY Nov 2020 - Dec 2020 < 1
Sage, Rutty & Company, Inc. Rochester, NY Feb 2018 - Nov 2020 2
Manning & Napier Investor Services, Inc. Fairport, NY Sep 2015 - Feb 2018 2
Manning & Napier Advisors, LLC Fairport, NY Jun 2015 - Feb 2018 2
Manning & Napier Fairport, NY Jun 2015 - Feb 2018 2
Manning & Napier Advisors, LLC Fairport, NY Apr 2014 - May 2015 1
University At Buffalo Buffalo, NY Jun 2011 - Apr 2014 2
Caldwell Manufacturing Company Rochester, NY Jul 2013 - Aug 2013 < 1
Larosa's Pizzeria Amherst, NY Sep 2012 - Apr 2013 < 1
University At Buffalo Buffalo, NY Feb 2011 - Sep 2012 1
Caldwell Manufacturing Company Rochester, NY Jun 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S65 NASAA Investment Advisors Law Examination May 2018
Contact Info for Ryan T. Miller
Phone Number: 716-849-8219
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    1,169
    MILLIONS
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $10,530,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Other
Types of Clients
Registered States

NY

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