Unclaimed Profile

Joel William Miller

MERRION INVESTMENT MANAGEMENT CO, LLC·WESTFIELD, New Jersey

Clean recordMERRION INVESTMENT MANAGEMENT CO, LLC

210 ELMER STREET, WESTFIELD, NJ 07090-2128CRD# 335015Firm CRD# 139143

Profile Verification

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

Identity

Joel William Miller · WESTFIELD, NJ

Registration

CRD #335015 · MERRION INVESTMENT MANAGEMENT CO, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joel William Miller is a registered financial advisor based in WESTFIELD, New Jersey, affiliated with MERRION INVESTMENT MANAGEMENT CO, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

MERRION INVESTMENT MANAGEMENT CO, LLC

AUM

$189M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MERRION INVESTMENT MANAGEMENT CO, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 335015

Firm CRD# 139143

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joel William Miller offer?

Joel William Miller specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WESTFIELD, New Jersey for a consultation.

What are Joel William Miller's credentials?

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

Where is Joel William Miller located?

Joel William Miller is based in WESTFIELD, New Jersey, working with MERRION INVESTMENT MANAGEMENT CO, LLC. Their office serves clients in the WESTFIELD metropolitan area and surrounding communities.

How does Joel William Miller charge for services?

Joel William Miller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERRION INVESTMENT MANAGEMENT CO, LLC?

MERRION INVESTMENT MANAGEMENT CO, LLC has approximately 6 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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