Joseph
Milici
Lumiere Financial Group LLC
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About this Advisor
Joseph Milici is a financial advisor who works out of New York, New York, with a total of 1 year of relevant experience. Milici is an employee of Lumiere Financial Group LLC. Throughout their career, Milici has worked at Long Horn Steakhouse, Axa Advisors, LLC, Equitable Advisors, LLC, Lumiere Financial Group and Purshe Kaplan Sterling Investments. Milici holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut, Florida and New York. Lumiere Financial Group LLC is a financial advisory company that has its headquarters in New York, NY. It has a total of six people on staff. It manages $27 million in total assets among its 156 customer accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 156 client accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets. Lumiere Financial Group LLC offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees usually depend on the financial services offered. However, fee types charged by Lumiere Financial Group LLC can be comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lumiere Financial Group LLC Brokerage Details
$26,928,000
6
156
$172,615
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Joseph Milici Work History
Joseph has been registered as a financial advisor for 1 years.*
Lumiere Financial Group
Purshe Kaplan Sterling Investments
Axa Advisors, LLC
Equitable Advisors, LLC
Long Horn Steakhouse
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Milici to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lumiere Financial Group LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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