Joseph
Milici
Lumiere Financial
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About this Advisor
Joseph Milici is a financial advisor based in New York, New York, working with Lumiere Financial. Joseph has previously held positions at Long Horn Steakhouse, Axa Advisors, LLC, Equitable Advisors, LLC, Lumiere Financial Group, and Purshe Kaplan Sterling Investments. Joseph has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Connecticut, Florida, and New York. Currently, Joseph is part of Lumiere Financial, which operates out of New York, New York. The firm has 1 office and 8 employees. The firm manages assets totaling $45.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lumiere Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lumiere Financial Brokerage Details
$44,981,403
8
202
$222,680
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
Lumiere Financial Group
Purshe Kaplan Sterling Investments
Axa Advisors, LLC
Equitable Advisors, LLC
Long Horn Steakhouse
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
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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