Scott Jeffrey Miller

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/1998 → 01/2018
  Ameritrade
  Omaha, NE
• 01/2018 → 05/2018
  Unemployed
  Omaha, NE
• 06/2018 → 06/2022
  Securities America, Inc.
  La Vista, NE
• 06/2018 → 06/2022
  Securities America Advisors
  La Vista, NE
• 06/2022 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2018-06-26 → 2022-06-23
  Securities America Advisors, Inc.
  Omaha, NE
  La Vista, NE
• 2004-11-09 → 2018-01-22
  Td Ameritrade Investment Management, Llc
  Bellevue, NE
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-25
• S63 Uniform Securities Agent State Law Examination
  1998-05-30

Other Names

• Scott Jeffrey Miller
• Scott J Miller