Robert Miller, Jr
Miller Gesko Wealth Management · Buffalo, New York
Robert Miller, Jr is a fee-only financial advisor at Miller Gesko Wealth Management in Buffalo, New York, who holds the CFP credential. Robert focuses on estate & legacy planning. Miller Gesko Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Miller Gesko Wealth Management |
|---|---|
| Based in | Buffalo, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $183.1M across 231 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY · CRD 2813457 |
| Exams passed | Series 63 (1996) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.millergesko.com |
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Questions about Robert
Is Robert Miller, Jr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Miller Gesko Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Miller Gesko Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Miller, Jr based?
Robert Miller, Jr is based in Buffalo, New York.
What does Robert specialize in?
Robert's specialties include estate & legacy planning. Robert works with ultra high net worth.
What credentials does Robert Miller, Jr hold?
Robert Miller, Jr holds the CFP credential.
Is Robert Miller, Jr registered with the SEC?
Yes. Robert Miller, Jr is registered as an investment adviser representative in FL and NY (CRD 2813457), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Miller Gesko Wealth Management manage?
Miller Gesko Wealth Management reports $183.1M across 231 accounts in assets under management.
How do I contact Robert Miller, Jr?
Through Robert's website, www.millergesko.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 Gesko Wealth 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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