LPL Financial
39yrs
Top advisor by experience in Penfield
23yrs
Ryan Timothy Miller
Financial advisor at Osaic Wealth
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors in Penfield
OfficePenfield, NY
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Dec 2024 – nowOsaic Wealth, Inc.Current firm
- 2019 – 2024Cetera Investment Advisers LLCPreviously
- 2013 – 2019Foresters Advisory Services, LLCPreviously
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call Osaic Wealth at 800-821-5100 and ask for Ryan Timothy Miller. Ryan works from the Penfield, NY office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2003, about 23 years. More experience than 68% of advisors in Penfield.
What licenses does Ryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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