Scott D. Miller

RENEW FAMILY WEALTH

JUPITER, FL 33477

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CRD#: 2954799

Professional summary

Scott David Miller is a registered financial advisor currently at RENEW FAMILY WEALTH located in Jupiter, Florida and THIRD SEVEN CAPITAL LLC located in Palm Beach Gardens, Florida.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Scott has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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)Renew Family Wealth LLC, investment related, West Palm Beach, FL, RIA, Manager, Start Date 12/2018, Approximately 160 hours/month devoted to this business, all during securities trading hours, financial planning, investment management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott David Miller's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 20, 2018 - Present

RENEW FAMILY WEALTH

Office #1: 1 S. Coastal Way Unit 104, Jupiter, FL 33477

RIA

CRD#: 298618

JUPITER, FL

Current

April 27, 2021 - Present

THIRD SEVEN CAPITAL LLC

Office #1: 4822 Northlake Blvd B3, Palm Beach Gardens, FL 33418

CRD#: 160209

Palm Beach Gardens, FL

Past

January 29, 2020 - March 17, 2021

CASTLE HILL CAPITAL PARTNERS, INC.

CRD#: 44131

NEW YORK, NY

Past

April 16, 2012 - October 30, 2018

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

West Palm Beach, FL

Past

April 13, 2012 - October 30, 2018

CHARLES SCHWAB & CO., INC.

CRD#: 5393

West Palm Beach, FL

Past

January 11, 2007 - November 12, 2010

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

WEST PALM BEACH, FL

Past

July 19, 2005 - November 12, 2010

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WEST PALM BEACH, FL

Past

December 8, 2004 - June 2, 2005

BNY INVESTMENT CENTER INC.

CRD#: 47683

NEW YORK, NY

Past

August 14, 2003 - December 2, 2004

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

January 29, 1999 - December 31, 2001

HARRISDIRECT LLC

CRD#: 42159

JERSEY CITY, NJ

Past

September 16, 1998 - December 18, 1998

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

April 3, 1998 - June 17, 1998

PARAGON CAPITAL MARKETS, INC.

CRD#: 18555

EAST HANOVER, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Florida
(12/20/2018)

Florida
(4/27/2021)

IAR

Louisiana
(1/15/2019)

New Jersey
(1/10/2024)

New York
(4/27/2021)

IAR

New York
(9/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/21/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/13/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/27/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/7/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

RENEW FAMILY WEALTH

RENEW FAMILY WEALTH | RENEW FAMILY WEALTH LLC

CRD#: 298618 / SEC#:

Florida

Registered Investment Advisory firm - (12/20/2018 Approved)

Louisiana

Registered Investment Advisory firm - (1/14/2019 Approved)

New York

Registered Investment Advisory firm - (9/10/2021 Approved)

Texas

Registered Investment Advisory firm - (3/11/2021 Conditional Restricted)

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Contact information

Main Address

1 S. Coastal Way Unit 104, Jupiter, FL 33477

Mailing Address

Phone number

(561) 406-2146

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	162
AUM (Assets Under Management)	$ 93,872,820

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Scott D. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott David Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

THIRD SEVEN CAPITAL LLC

CASTLE HILL CAPITAL PARTNERS, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

BNY INVESTMENT CENTER INC.

WAMU INVESTMENTS, INC.

HARRISDIRECT LLC

AMERIPRISE ADVISOR SERVICES, INC.

PARAGON CAPITAL MARKETS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2006

Series 63

Date: 4/13/1998

SIE

Date: 10/1/2018

Series 7

Date: 3/27/1998

Series 24

Date: 3/7/2000

FINRA

Current Firm

RENEW FAMILY WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RENEW FAMILY WEALTH

TRUST BUT VERIFY

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