Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott David Miller is a financial advisor with Renew Family Wealth. Scott has over 20 years of experience in the financial services industry and holds multiple licenses and certifications. Scott is passionate about helping clients achieve their financial goals and has a strong track record of success.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of plan assets/assets under advisement
1
2
FL
09/10/2021 - Present
Renew Family Wealth (WEST PALM BEACH FL)
NY
01/29/2020 - 03/17/2021
CASTLE HILL CAPITAL PARTNERS, INC. (NEW YORK NY)
FL
04/13/2012 - 10/30/2018
CHARLES SCHWAB & CO., INC. (West Palm Beach FL)
FL
07/19/2005 - 11/12/2010
CHARLES SCHWAB & CO., INC. (WEST PALM BEACH FL)
NY
12/08/2004 - 06/02/2005
BNY INVESTMENT CENTER INC. (NEW YORK NY)
CA
08/14/2003 - 12/02/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
01/29/1999 - 12/31/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
MI
09/16/1998 - 12/18/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
NJ
04/03/1998 - 06/17/1998
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
BOTH
Issued 12/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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