Ryan Timothy Miller

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2003 → 06/2019
  Foresters Financial
  Rochester, NY
• 03/2013 → 06/2019
  Foresters Advisory Services Llc
  Rochester, NY
• 11/2017 → Present
  Fairport Youth Lacrosse
  Fairport, NY
• 06/2019 → 12/2024
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → 12/2024
  Cetera Investment Advisers Llc
  Fairport, NY
• 12/2024 → Present
  Osaic
  Amherst, NY

Previous Registrations

• 2019-06-20 → 2024-12-03
  Cetera Investment Advisers Llc
  Fairport, NY
  Penfield, NY
• 2013-09-13 → 2019-06-24
  Foresters Advisory Services, Llc
  Fairport, NY

Other Businesses

1. POWER OF ATTORNEY (SPOUSE) POSITION: Power of Attorney NATURE: Individual acting as POA for my spouse INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 1569 Jackson Road, Penfield NY 14526, United States DESCRIPTION: I act as POA for my spouse, Melissa Miller 2. POWER OF ATTORNEY (FATHER) POSITION: Power of Attorney NATURE: Individual acting as POA for my father INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2023 ADDRESS: 1569 Jackson Road, Penfield NY 14526, United States DESCRIPTION: I am my father's POA 3. RYAN MILLER INSURANCE PRODUCER POSITION: Financial Advisor NATURE: Life Insurance Agent through the BD INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2003 ADDRESS: 1569 Jackson Road, Penfield NY 14526, United States DESCRIPTION: Helping clients understand if they need life insurance and if so what kind of insurance 4. PREVIS WEALTH, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/26/2024 ADDRESS: 1569 Jackson, Penfield NY 14526, United States DESCRIPTION: Using LLC for shared business expenses and succession planning 5. FELLOWSHIP OF CHRISTIAN ATHLETES POSITION: Board Director & Lacrosse Coash NATURE: Charitable Organization & Lacrosse Club INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/17/2025 ADDRESS: 1100 University Ave, Suite 140, Rochester NY 14607, United States DESCRIPTION: Oversight of club operations and coaching of youth club lacrosse teams 6. PREVIS WEALTH, LLC POSITION: Owner/Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/26/2024 ADDRESS: 1569 Jackson, Penfield NY 14526, United States DESCRIPTION: Using LLC for shared business expenses and succession planning. Previs Wealth is the team/marketing name for which business with Osaic will be done under.

Exams

• S66 Uniform Combined State Law Examination
  2013-05-07
• S63 Uniform Securities Agent State Law Examination
  2003-06-23