Scott Miller

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2009 → 03/2023
  Td Ameritrade
  Fort Worth, TX
• 12/2020 → 03/2023
  Charles Schwab & Co., Inc.
  Schaumburg, IL
• 12/2020 → 03/2023
  Charles Schwab Bank, Ssb
  Schaumburg, IL
• 03/2023 → Present
  Fidelity Investments
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
• 2020-12-23 → 2023-04-07
  Charles Schwab & Co., Inc.
  Cranberry Township, PA
  Schaumburg, IL
• 2022-02-08 → 2022-10-14
  Td Ameritrade, Inc.
  Schaumburg, IL
  Omaha, NE
  Schaumburg, IL
• 2010-03-23 → 2020-12-23
  Td Ameritrade, Inc.
  Fort Worth, TX
  Northbrook, IL
  Austin, TX
• 2010-03-23 → 2020-12-23
  Td Ameritrade Investment Management, Llc
  Northbrook, IL
  Austin, TX

Other Businesses

OBA-97529|OrgNmn:FINRA - Arbitrator|Org Addr:Dallas,Texas,US|OBA Nature:FINRA|Invst Rel:Y|Title:Arbitrator|Duties:Serve as Arbitrator for arbitration cases|StrtDt:|TotHrs/mon:2|TrdHrs/mon:2|

Exams

• S66 Uniform Combined State Law Examination
  2010-03-21
• S63 Uniform Securities Agent State Law Examination
  2009-07-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Scott Miller
• Scott Evan Miller
• Scott E Miller