Joshua Garrett Miller
Investment Adviser Representative at THE Institute
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua Garrett Miller is an investment adviser representative with The Institute in Fort Lauderdale, FL, where they have been registered since 2026. They have worked in the securities industry since 2020 and have been registered with 4 firms, including Cambridge Investment Research Advisors, Inc. and Ameriprise Financial Services, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Allstate InsuranceOct 2016 – Mar 2017Fort Lauderdale, FL
- Fresh Air Group of ClevelandApr 2017 – Jun 2017Middleburg Heights, OH
- Lunar Cow PublishingJun 2017 – Dec 2017Akron, OH
- Integrity FinancialJan 2018 – Nov 2021Hudson, OH
- Kent State UniversityAug 2017 – May 2019Kent, OH
- Fortune Financial Services, Inc.Aug 2019 – Nov 2021Monaca, PA
- Prosperity Wealth Management, Inc.Jun 2021 – Nov 2021San Ramon, CA
- Ameriprise Financial Services, LLCNov 2021 – Sep 2023Boca Raton, FL
- Ameriprise Financial Services, LLCSep 2023 – Nov 2023Cranston, RI
- Cambridge Investment Research, Inc.Jan 2024 – Mar 2026Fairfield, IA
- Cambridge Investment Research Advisors, Inc.Jan 2024 – Mar 2026Fairfield, IA
- The Institute for Wealth ManagementApr 2026 – no end date reportedDenver, CO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About THE Institute
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $100,000 (waivable)
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 16
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Denver, CO
- SEC file number:
- 801-67624
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 23, 2026
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Showing 12 of 16 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Garrett Miller has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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