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Joel William Miller

MERRION INVESTMENT MANAGEMENT CO, LLC·WESTFIELD, New Jersey
Unclaimed Profile
210 ELMER STREET, WESTFIELD, NJ 07090-2128CRD# 335015Firm CRD# 139143
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MERRION INVESTMENT MANAGEMENT CO, LLC
MERRION INVESTMENT MANAGEMENT CO, LLC
AUM
$189M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MERRION INVESTMENT MANAGEMENT CO, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 335015
Firm CRD# 139143
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in WESTFIELD
Steven Joseph Giacona — ROUND TABLE SERVICES, LLCRobert Clifford Davis — ROUND TABLE SERVICES, LLCBrian James Power — GATEWAY ADVISORY, LLCJay Harold Flamme — GATEWAY ADVISORY, LLCLori Ann Weston — SL ADVISORS, LLC
Nearby cities in New Jersey
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City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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