Scott Miller is a registered investment advisor, based in Jupiter, FL, with 24 years of industry experience.
Location
1 S. Coastal Way, Unit 104, Jupiter, FL, 33477
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is a manager and licensed insurance agent at 633 Holdings LLC, an insurance agency, dedicating about a quarter of his time. He also manages Renew Family Wealth LLC, a registered investment advisor, dedicating full-time hours to financial planning and investment management.
Employment History
Current Registrations
Third Seven Capital LLCBroker
Renew Family Wealth
Previous Registrations
Castle Hill Capital Partners, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Bny Investment Center INC.Broker
Wm Financial Services, INC.Broker
Csfbdirect, INC.Broker
Olde Discount CorporationBroker
Paragon Capital CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.