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Scott A. Milani

Scott A. Milani

CRD#: 3158479
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Scott A. Milani
Scott A. Milani

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Scott A. Milani, CFP®, who also goes by Scott Allen Milani, was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 1998. Scott had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 10 and Series 9 exams.

Biography

I lead a team of financial professionals who strive to provide our clients with a financial planning experience that exceeds their expectations. Doing business at Fidelity provides you access to our trusted brand and our industry leading technology.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Scott Allen Milani

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

Certified Financial Planner

Education

Southern Oregon University

Bachelor of Business Administration - Marketing

1995

Experience

Past

March 31, 2025 - June 25, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
LONE TREE, CO
Past

April 25, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
LONE TREE, CO
Past

April 15, 2022 - June 25, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
LONE TREE, CO
Past

June 9, 2014 - January 11, 2021

TD AMERITRADE, INC.

BD
CRD#: 7870
Winter Park, FL
Past

June 3, 2014 - December 31, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
ALTAMONTE SPRINGS, FL
Past

June 3, 2014 - January 11, 2021

TD AMERITRADE, INC.

RIA
CRD#: 7870
Winter Park, FL
Past

January 19, 2012 - December 7, 2012

TD AMERITRADE, INC.

RIA
CRD#: 7870
DRAPER, UT
Past

January 18, 2012 - December 7, 2012

TD AMERITRADE, INC.

BD
CRD#: 7870
DRAPER, UT
Past

April 25, 2006 - March 25, 2010

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
CHARLOTTE, NC
Past

April 2, 2004 - March 25, 2010

TD AMERITRADE, INC.

RIA
CRD#: 7870
CHARLOTTE, NC
Past

April 6, 1999 - March 25, 2010

TD AMERITRADE, INC.

BD
CRD#: 7870
CHARLOTTE, NC
Past

December 21, 1998 - March 30, 1999

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 21, 1998 - March 30, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/19/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/29/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 3/19/2012
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 12/18/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/9/2000
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 7/24/2000
General Securities Sales Supervisor - Options Module Examination

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

STRATEGIC ADVISERS LLC

VP, Branch LeaderCRD#: 104555

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