Michael Edward 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

• 08/2015 → 01/2025
  Lincoln Financial Advisors
  Collingswood, NJ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Collingswood, NJ

Previous Registrations

• 2016-02-12 → 2025-01-24
  Osaic Fa, Inc.
  Cherry Hill, NJ
  Collingswood, NJ
• 2007-10-29 → 2010-04-26
  Next Financial Group, Inc.
  Linwood, NJ
• 2007-05-03 → 2007-11-07
  Cetera Advisors Llc
  Iselin, NJ
  Northfield, NJ

Other Businesses

1) MICHAEL MILLER POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2015 ADDRESS: 427 Turnbridge Dr, Galloway NJ 08205, United States DESCRIPTION: Landlord 2) INTEGRITY 5 LLC - STAFF POSITION: Employee NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/10/2015 ADDRESS: 900 Haddon Ave, Suite 432, Collingswood NJ 08108, United States DESCRIPTION: Support two Registered Representatives: Kevin Byrne and Marc Neumann. Run day to day operations of the practice, including payroll, HR functions, and expense management. Provide Registered Admin duties such as placing trades and opening accounts and customer service.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-02-11
• S66 Uniform Combined State Law Examination
  2007-03-06

Designations

• Certified Financial Planner

Other Names

• Michael Miller
• Michael Edward Miller
• Michael Edward Miller