John Miller, financial advisor East Syracuse NY

John Miller

CRD Number: 6148631
Current Firm: Pinnacle Investments, LLC

John Miller (CRD# 6148631) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Pinnacle Investments, LLC Syracuse, NY May 2018 - Current 5
Axa Advisors New York, NY Jan 2018 - Apr 2018 < 1
Jpmorgan Securities LLC Liverpool, NY Sep 2016 - Dec 2017 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Sep 2016 1
Morgan Stanley Syracuse, NY Dec 2012 - Sep 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for John R. Miller
Phone Number: 315-251-1101
Registered State(s):
  • NY
  • SC
By the Numbers
  • Total Assets Under Management
    848
    MILLIONS
  • Total Number of Accounts
    2,670
    ACCOUNTS
  • Average Account Value
    $317,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

RI

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