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JC Miano Investment Advisory Service
JC Miano Investment Advisory Service is an SEC-registered investment adviser in Utica, NY, registered since 2007. The firm manages $55 million in assets, with...
JC Miano Investment Advisory Service
JC Miano Investment Advisory Service is an SEC-registered investment adviser in Utica, NY, registered since 2007. The firm manages $55 million in assets, with $54 million on a discretionary basis. It has one employee and one investment adviser.
General information
Firm type
Bank / Wealth / Trust
Year founded
2007
Location
Region
North America
Country
United States
City
Utica
Corporate office
Utica, NY, United States
Principals
John C. Miano
President
Frequently asked questions
Is JC Miano Investment Advisory Service a fee-only or fee-based firm?
The firm operates on a fee-only basis, according to its regulatory filings. That means it charges clients a percentage of assets under management or a fixed fee, and does not accept commissions, 12b-1 fees, or revenue-sharing payments from product providers — a structure that places it in a fiduciary category distinct from broker-dealers.
Who makes investment decisions at the firm?
John C. Miano, the firm's president, is the central figure in investment decision-making. The firm's Form ADV filings list him as the sole principal, and there are no publicly named portfolio managers, analysts, or investment committee members outside of his role.
What is the firm's relationship to any bank or insurance company?
JC Miano Investment Advisory Service is independently owned and not affiliated with any bank, insurance company, or broker-dealer. This independence is a defining feature, removing the product-distribution pressures that often shape portfolio construction at bank-owned wealth management firms in upstate New York.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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