Scott David Miller

Employer firm

Renew Family Wealth CRD 298618

$105M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 09/2018
  Charles Schwab & Co., Inc
  West Palm Beach, FL
• 04/2012 → 09/2018
  Charles Schwab Bank
  West Palm Beach, FL
• 03/2024 → Present
  Hallelujah Brands Llc
  Loxahatchee, FL
• 09/2018 → Present
  Renew Family Wealth Llc
  West Palm Beach, FL
• 09/2018 → Present
  633 Holdings Llc
  Palm Beach Gardens, FL
• 01/2020 → 03/2021
  Castle Hill Capital Partners, Inc
  West Palm Beach, FL
• 04/2021 → 05/2026
  Third Seven Capital, Llc
  New York, NY

Previous Registrations

• 2012-04-16 → 2018-10-30
  Charles Schwab & Co., Inc.
  West Palm Beach, FL
• 2007-01-11 → 2010-11-12
  Charles Schwab & Co., Inc.
  West Palm Beach, FL
  West Palm Beach, FL

Other Businesses

(1) 633 Holdings LLC; Investment-related; Palm Beach Gardens, FL; Insurance Agency; Manager/Licensed Insurance Agent, Start Date 01/2017, approximately 40 hours/month devoted to this business with 40 hours/month during securities trading hours, effecting transactions in insurance products. (2) Hallelujah Brands LLC; Not investment-related; Loxahatchee, FL; Apparel company; Owner; Start: 03/28/2024; Approximately 10 hours/month devoted to this business with 0 hours/month during securities trading hours; sell hats and clothing online.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-21
• S63 Uniform Securities Agent State Law Examination
  1998-04-13