Joseph E Miller

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

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

• 01/2016 → 06/2019
  Warwick High School
  Warwick, NY
• 08/2019 → 05/2023
  Penn State University
  University Park, PA
• 05/2023 → 08/2024
  14 Railroad
  Warwick, NY
• 09/2024 → 03/2025
  Unemployed
  Greenwood Lake, NY
• 05/2021 → 08/2021
  Hudson United Mortgage
  Closter, NJ
• 01/2017 → 07/2019
  Grapp Ristorante
  Warwick, NY
• 04/2020 → 08/2020
  Wright Brothers
  Warwick, NY
• 05/2022 → 08/2022
  Wright Brothers
  Warwick, NY
• 04/2025 → 02/2026
  Rhinebeck Bank
  Warwick, NY
• 02/2026 → Present
  Rhinebeck Asset Management
  Poughkeepsie, NY
• 02/2026 → Present
  Osaic Institutions, Inc.
  Meriden, CT

Exams

• S66 Uniform Combined State Law Examination
  2026-07-17