Unclaimed Profile

Joshua Charles Miller

ILIAD WEALTH SOLUTIONS LLC·PHOENIX, Arizona

SIE, Series 7, Series 66Clean record10 years registeredILIAD WEALTH SOLUTIONS LLC

6991 E CAMELBACK RD, PHOENIX, AZ 85251CRD# 6472368Firm CRD# 315826

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua Charles Miller · PHOENIX, AZ

Registration

CRD #6472368 · ILIAD WEALTH SOLUTIONS LLC · 10 years registered

Brand Profile

Not yet started

Career History

ILIAD WEALTH SOLUTIONS

May 2022 – present

ILIAD WEALTH SOLUTIONS

Nov 2021 – Dec 2021

PHOENIX, AZ

PARK AVENUE INVESTMENT ADVISORY, LLC

Jan 2021 – Sep 2021

SCOTTSDALE, AZ

THE WEALTH CONSULTING GROUP

Dec 2016 – Oct 2020

New Castle, PA

MML INVESTORS SERVICES, LLC

Sep 2015 – Dec 2016

NEW CASTLE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 10, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ILIAD WEALTH SOLUTIONS LLC

CRD 315826 · SEC 801-122528

AUM

$11M

Regulatory assets under management

Employees

72 client accounts

Services offered by ILIAD WEALTH SOLUTIONS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ILIAD WEALTH SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Joshua Charles Miller offer?

Joshua Charles Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.

What are Joshua Charles Miller's credentials?

Joshua Charles Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua Charles Miller located?

Joshua Charles Miller is based in PHOENIX, Arizona, working with ILIAD WEALTH SOLUTIONS LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Joshua Charles Miller charge for services?

Joshua Charles Miller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ILIAD WEALTH SOLUTIONS LLC?

ILIAD WEALTH SOLUTIONS LLC has approximately 3 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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