Daniel Harnish
Miller Investment Management · New York, New York
Daniel Harnish is a fee-only financial advisor at Miller Investment Management in New York, New York, who holds the CFA credential. Daniel focuses on sustainable & impact investing. Miller Investment Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Miller Investment Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $7.10B across 308 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY, PA · CRD 7200494 |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.millerinv.com |
How Daniel's firm compares
- Miller Investment Management's average account is about $23.1 million, from its Form ADV (assets managed divided by 308 accounts).
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Questions about Daniel
Is Daniel Harnish a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Miller Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Miller Investment Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Daniel Harnish based?
Daniel Harnish is based in New York, New York.
What does Daniel specialize in?
Daniel's specialties include sustainable & impact investing.
What credentials does Daniel Harnish hold?
Daniel Harnish holds the CFA credential.
Is Daniel Harnish registered with the SEC?
Yes. Daniel Harnish is registered as an investment adviser representative in NY and PA (CRD 7200494), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Miller Investment Management manage?
Miller Investment Management reports $7.10B across 308 accounts in assets under management.
How do I contact Daniel Harnish?
Through Daniel's website, www.millerinv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Miller Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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