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Scott Christopher Miller

Osaic Wealth, Inc.

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About Scott Christopher Miller

Scott Miller is a financial professional with over 20 years of experience in the industry. Scott is a registered representative of Osaic Wealth, Inc. and is licensed in multiple states including Arizona, California, and Colorado. Scott specializes in providing financial planning, pension consulting, and educational seminars to a wide range of clients, including individuals, businesses, and charitable organizations. Scott previously worked with Securities America, Inc. and Securities Service Network, LLC.

Firm Information

Scott Miller is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Miller’s Registration & Firm History

AZ

06/14/2024 - Present

Osaic Wealth, Inc. (Wickenburg AZ)

AZ

09/18/2020 - 06/14/2024

SECURITIES AMERICA, INC. (Wickenburg AZ)

AZ

09/07/2000 - 09/18/2020

SECURITIES SERVICE NETWORK, LLC (Wickenburg AZ)

MA

04/04/2000 - 09/11/2000

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/04/2000 - 09/11/2000

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

CT

07/23/1997 - 05/05/2000

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

MA

04/16/1996 - 07/01/1997

MUTUAL SERVICE CORPORATION (BOSTON MA)

NY

06/01/1995 - 04/20/1996

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NY

11/15/1994 - 05/26/1995

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

MA

04/18/1990 - 10/10/1994

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

NY

07/25/1989 - 01/03/1991

MONY SECURITIES CORP. (NEW YORK NY)

NY

07/25/1989 - 10/15/1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)

NY

10/23/1986 - 05/20/1989

MONY SECURITIES CORP. (NEW YORK NY)

NA

06/07/1973 - 11/28/1986

JOHN HANCOCK DISTRIBUTORS, INC.

NA

06/07/1973 - 11/28/1986

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

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Licenses & Designations

IA

Issued 08/31/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/21/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Christopher Miller.
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