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Scott Thomas Miller

Palisade Investments, LLC

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About Scott Thomas Miller

Scott Miller is a registered investment advisor representative at Palisade Investments, LLC, based in Zephyr Cove, Nevada. Scott has been in the industry since 1996. Scott is licensed in Colorado as an Investment Advisor Representative. Scott also holds licenses as a Series 6, 26, 63 and 65. Scott has previous employment experience at NFP Securities, Inc. and ADP Broker-Dealer, Inc. Palisade Investments, LLC provides financial planning, pension consulting and portfolio management services to high net worth individuals, corporations, pension and profit sharing plans, and individuals other than high net worth individuals.

Firm Information

Scott Miller is currently registered with Palisade Investments, LLC. Palisade Investments, LLC is an investment advisor based in ZEPHYR COVE, NV. The firm manages $464,596,426 in regulatory assets under management, with a focus on financial planning, pension consulting, and portfolio management for individuals, businesses, and retirement plans. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Palisade Investments, LLC

625 HIGHWAY 50

ZEPHYR COVE, NV 89448-3049

$464.60M

Assets Under Management

Not reported

Total Clients

5

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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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

NV

01/03/2008 - Present

Palisade Investments, LLC (ZEPHYR COVE NV)

CO

06/27/2005 - 10/05/2007

NFP SECURITIES, INC. (HIGHLANDS RANCH CO)

NJ

08/06/1996 - 01/04/2005

ADP BROKER-DEALER, INC. (ROSELAND NJ)

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Licenses & Designations

IA

Issued 09/26/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/25/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Thomas Miller.
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