JC MIANO INVESTMENT ADVISORY SERVICE
Firm details
- Headquarters
- UTICA, New York
- CRD number
- 132484
- Registered since
- March 13, 2007
- Custodians
- MORGAN STANLEY & CO. LLC, STIFEL NICOLAUS & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.17%
- Individuals27.83%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
JC Miano Investment Advisory Service is a small, single-practitioner RIA focused on portfolio management for individual and family clients and small businesses. The firm operates as a sole proprietorship under owner JC Miano and has been SEC-registered since 2007. Its stated business model centers on discretionary portfolio management with a fee model tied to a percentage of assets under management. Investment preferences skew toward equities, with an emphasis on non-exchange traded positions and direct/private placements. The firm appears to run concentrated, account-level strategies rather than large multi-manager or institutional sleeve programs, and it uses third‑party private placement vehicles when accessing alternative opportunities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities63%
- US Government Bonds12%
- Cash & Cash Equivalents12%
- Other5%
- State & Local Bonds4%
Contacts
1 of 1JOHN MIANO
OwnerCRD 4889942
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
UTICA, NY
ONEIDA
Location
UTICA, NY
Headquartered in UTICA, NY, in the Northeast of the United States.
- Region
- Northeast
- County
- ONEIDA
- Address
- 258 Genesee St
- Time zone
- ET (UTC-5)
- Office locations
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