Miller, Gesko & Company Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$169,479,039
Clients
75
Advisors
5
of 5 employees
About
Miller Gesko Wealth Management is an SEC‑registered independent advisory firm managing about $183 million for roughly 75 clients, primarily individuals (including high‑net‑worth clients), trusts, estates and charitable organizations. It provides customized investment management on both a discretionary and non‑discretionary basis, along with recordkeeping, tax coordination, and administrative trustee services.
The firm emphasizes fundamental analysis to build tailored portfolios that may include individual equities, fixed income, mutual funds, ETFs, alternative investments and option strategies, and it incorporates client‑specific constraints and outside holdings into ongoing planning. Accounts are reviewed at least annually and cash management and liquidity needs are monitored as part of its investment process; advisory fees are charged as a percentage of assets and billed monthly in arrears.
A distinguishing feature noted in the brochure is that several minority owners and investment adviser representatives also serve as principal shareholders of two other SEC‑registered investment advisers and participate on Miller Gesko’s investment committee, a relationship the firm says does not involve shared clients. The firm is also expressly deemed to have custody in certain circumstances because it deducts fees directly and has authority for check writing or power‑of‑attorney on some accounts, and it does not vote client proxies (clients retain proxy voting responsibility).
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $4,500,000: 0.75% $4,500,001+: 0.50%
$100 per hour or as agreed upon for Administrative Services
Account minimum: $1,000,000
Main office
237 Main Street, Suite 600
Buffalo NY 14203
Advisors at this office
5
Most active in
Florida · New York
Also doing business as
Miller Gesko & Co Inc. · Miller, Gesko & Company Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Evan C
Series 65
Buffalo, NY
Miller, Gesko & Company Inc.
Evan Coppola is a financial advisor at Miller, Gesko & Company Inc. with four years of industry experience. He holds a Series 65 designation and has worked previously at Hudson Capital Advisory, Inc. and Hudson Advisor Services, Inc. Since joining Miller Gesko in 2025, he has been part of the firm’s five-advisor team based in Buffalo, NY. Miller Gesko Wealth Management is an independent SEC-registered advisory firm managing approximately $183 million for around 75 clients, including individuals, trusts, estates, and charitable organizations. The firm employs fundamental analysis to create customized portfolios across various asset classes and offers additional services such as tax coordination and administrative trustee support.
Robert M
CFP®, Series 63
Buffalo, NY
Miller, Gesko & Company Inc.
Robert Miller, Jr. is a CFP® with nine years of industry experience and has been with Miller, Gesko & Company Inc. since 1999. He is based in Buffalo, NY, and holds a Series 63 license. Miller, Gesko & Company Inc. is an SEC-registered independent investment adviser managing approximately $170 million for about 87 clients, primarily individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis to build customized portfolios and offers a range of services including discretionary and non-discretionary investment management, trust administration, and informal tax planning.
Jeremy H
Series 65
Buffalo, NY
Miller, Gesko & Company Inc.
Jeremy Hudson is a financial advisor at Miller, Gesko & Company Inc. with four years of industry experience. He holds a Series 65 credential and has previously worked at Hudson Capital Advisory, Inc. and Hudson Advisor Services, Inc. Outside of his advisory work, Hudson is involved with HOL Property Management and Vera Beta, Inc., which are not related to investment services. Miller Gesko Wealth Management is an independent SEC-registered advisory firm serving primarily individuals, trusts, estates, and charitable organizations. The firm offers customized investment management incorporating fundamental analysis and client-specific constraints, with a range of portfolio options including equities, fixed income, mutual funds, ETFs, alternative investments, and option strategies.
Henry U
Buffalo, NY
Miller, Gesko & Company Inc.
Henry Urban is an advisor at Miller, Gesko & Company Inc. with four years of industry experience. He has been with Miller Gesko & Co Inc since 2001. Miller Gesko is an independent SEC-registered investment adviser managing approximately $170 million for about 87 clients, including individuals, trusts, estates, and charitable organizations. The firm provides both discretionary and non-discretionary investment management, along with administrative trust services and informal tax planning, using a fundamental analysis approach to build customized portfolios.
William H
CFP®, Series 66
Buffalo, NY
Miller, Gesko & Company Inc.
William Hudson III is a CFP® with 25 years of industry experience, currently serving at Miller, Gesko & Company Inc. since 2025. His prior roles include leadership positions at Hudson Capital Advisory, LLC and Hudson Advisor Services, Inc., spanning over two decades. Miller Gesko Wealth Management is an independent advisory firm managing approximately $183 million for about 75 clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm focuses on fundamental analysis to create customized portfolios and offers comprehensive services such as tax coordination and administrative trustee support.
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