Joshua Paul Miller

Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Cwa Asset Management Group
  Erie, PA
• 01/2015 → 05/2019
  Erie Bank
  Meadville, PA
• 05/2019 → 04/2026
  F.N.B. Investment Advisors, Inc.
  Hermitage, PA

Previous Registrations

• 2019-05-14 → 2025-12-31
  Fnb Wealth Management
  Hermitage, PA
• 2004-01-01 → 2014-10-30
  Pnc Wealth Management Llc
  Meadville, PA
  Meadville, PA
  Grove City, PA
  Meadville, PA
  Cranberry, PA
  Franklin, PA
  Oil City, PA
  Mercer, PA
  Saegertown, PA
• 2003-06-11 → 2004-01-01
  J.J.B. Hilliard, W.L. Lyons, Llc
  Meadville, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-28
• S66 Uniform Combined State Law Examination
  2000-09-22