DH
Daniel J. Harnish
MILLER INVESTMENT MANAGEMENT, LP
New York, NY 10022
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CRD#: 7200494
DH
Professional summary
Daniel Joseph Harnish is a registered financial advisor currently at MILLER INVESTMENT MANAGEMENT, LP located in New York, New York.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Daniel has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
�?�PNB, LLC; the business is not investment-related; W Conshohocken, PA; General Partner of banking consulting business; Director; February, 2021; 8 hours per month; 8 hours during securities trading hours; Represents investors as a member of the board. �?�Jake�??s SB Holding Company, LLC; the business is not investment-related; Philadelphia, PA; Fast Casual Restaurants; Director; August, 2020; 10 hours per month; 10 hours during securities trading hours; Represents investors as a member of the board.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Joseph Harnish's 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®
NoneExperience
Current
January 14, 2020 - Present
MILLER INVESTMENT MANAGEMENT, LP
Office #1: 717 Fifth Avenue 18th Floor, New York, NY 10022RIA
CRD#: 108380
New York, NY
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".
MI
MILLER INVESTMENT MANAGEMENT, LP
MILLER INVESTMENT MANAGEMENT, L.P. | STRATEGIC CAPITAL ADVISORS, L.P. | MILLER INVESTMENT MANAGEMENT, LP
CRD#: 108380 / SEC#: 801-56027
RIA
Registered Investment Advisory firm - (11/19/1998 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
New York(4/16/2021)
IAR
Pennsylvania(1/14/2020)
Exams
Current Firm
MI
MILLER INVESTMENT MANAGEMENT, LP
MILLER INVESTMENT MANAGEMENT, L.P. | STRATEGIC CAPITAL ADVISORS, L.P. | MILLER INVESTMENT MANAGEMENT, LP
CRD#: 108380 / SEC#: 801-56027
RIA
Registered Investment Advisory firm - (11/19/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Tower Bridge, Ste 1400, West Conshohocken, PA 19428-2874
Mailing Address
Phone number
(610) 834-9820
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 307 |
| AUM (Assets Under Management) | $ 5,694,821,204 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/21/2025 | ||
| 12/20/2024 | ||
| 10/18/2023 | ||
| 01/03/2023 |
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.
