AJ
Andrew Joseph Miller
CRD 5522768
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Olio Financial Planning, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Olio Financial Planning, Llc
Founder/Chief Executive Officer/Chief Compliance Officer/Managing Member · 75% or more · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗