Lowell G. Miller

MILLER HOWARD INVESTMENTS

WOODSTOCK, NY 12498

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CRD#: 2183374

Professional summary

Lowell Glaser Miller, who also goes by Lowell Miller, is a registered financial advisor currently at MILLER HOWARD INVESTMENTS INC located in Woodstock, New York.

Lowell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Lowell has worked at 2 firms and has passed the Series 63, Series 65, Series 7, Series 2, Series 3 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lowell Miller

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DIRECTOR, FLEX FUNDS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lowell Glaser Miller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 1, 2002 - Present

MILLER HOWARD INVESTMENTS INC

Office #1: 324 Upper Byrdcliffe Road, Woodstock, NY 12498

RIA

CRD#: 105800

WOODSTOCK, NY

Past

January 12, 1996 - November 24, 1999

DONALDSON & CO., INCORPORATED

CRD#: 15404

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MILLER HOWARD INVESTMENTS INC

CRD#: 105800 / SEC#: 801-28170

RIA

Registered Investment Advisory firm - (12/5/1986 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/1/2002)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/26/1996

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/13/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 12/29/1995

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 7/10/1992

Non-Member General Securities Examination

General Industry/Product Exam

Series 3

Date: 9/26/1991

National Commodity Futures Examination

Principal/Supervisory Exam

Series 24

Date: 10/1/1993

General Securities Principal Examination

Current Firm

MILLER HOWARD INVESTMENTS INC

CRD#: 105800 / SEC#: 801-28170

RIA

Registered Investment Advisory firm - (12/5/1986 Approved)

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Contact information

Main Address

45 Pine Grove Ave Suite 301, Kingston, NY 12401

Mailing Address

P.o. Box 1598, Kingston, NY 12402

Phone number

(845) 679-9166

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MHI PART 2B OCTOBER 2025 (10/22/2025)

MHI PART 2A MARCH 2025 (3/19/2025)

Regulatory assets under management

Total Number of Accounts	2,083
AUM (Assets Under Management)	$ 3,450,989,180

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Lowell G. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lowell Glaser Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

DONALDSON & CO., INCORPORATED

Primary Firm SEC Registration

MILLER HOWARD INVESTMENTS INC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/26/1996

Series 65

Date: 12/13/1993

Series 7

Date: 12/29/1995

Series 2

Date: 7/10/1992

Series 3

Date: 9/26/1991

Series 24

Date: 10/1/1993

Current Firm

MILLER HOWARD INVESTMENTS INC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILLER HOWARD INVESTMENTS INC

TRUST BUT VERIFY

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