Scott
Miller

Alight Financial Advisors, LLC

CRD#5736418
Investment Advisor
in Charlotte, NC

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About this Advisor

Scott Miller is a financial advisor based in Charlotte, North Carolina, working with Alight Financial Advisors, LLC. Scott has previously held positions at Hewitt Financial Services LLC and Hewitt Associates LLC. Scott has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Scott is part of Alight Financial Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 60 employees. The firm manages assets totaling $32.1 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Alight Financial Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

9335 Harris Corners Parkway Suite 150
Charlotte, NC 28269

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Alight Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$32,132,173,090

NC Average: $3,625,019,099
Total Number of Employees

60

NC Average: 22
Total Number of Accounts

228,318

NC Average: 1,917
Average Account Size

$140,734

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Scott Miller Work History

2009 - Present (15 years)

Hewitt Financial Services LLC

1997 - Present (27 years)

Hewitt Associates LLC

Disclosures

Please visit the SEC profile of Scott Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alight Financial Advisors, LLC

Jarrod Means
Waco, TX
Faith Rash
Charlotte, NC
Evan Von Waldner
Hilton Head Island, SC
Kenje Mallot
Lincolnshire, IL
Avery Keitt
Charlotte, NC
Michael Cannizzaro
Naples, FL
Jason Akers
Burlington, NC
Joseph Nielsen
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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