Scott
Miller

Miller Global Investments, L.L.C

CRD#1299300
Investment Advisor
in Dallas, TX

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About this Advisor

Scott Miller is a chartered financial analyst working in Dallas, Texas who has 25 years of relevant experience. Miller is an employee of Miller Global Investments, L.L.C. They have worked at Miller Global Investments, L.l.c for the entirety of their career. Miller has a Series 63 license, qualifying them as a securities broker, and is able to operate in Texas. Miller Global Investments, L.L.C is an advisory company that has its headquarters in Dallas, TX. It has $152 million in assets between its 184 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 184 client accounts, 54% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically depend on the type of financial services provided. However, fee types charged by Miller Global Investments, L.L.C typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

25 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

5949 Sherry Lane Suite 1050
Dallas, TX 75225

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Miller Global Investments, L.L.C Brokerage Details

Total Assets Under Management

$152,024,956

TX Average: $3,042,739,679
Total Number of Employees

3

TX Average: 49
Total Number of Accounts

184

TX Average: 2,315
Average Account Size

$826,223

TX Average: $1,314,358

Investment Advisory Services

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

Scott Miller Work History

Scott has been registered as a financial advisor for 25 years.*

1998 - Present (26 years)

Miller Global Investments, L.L.C

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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 Miller Global Investments, L.L.C

Edward Terrill
Dallas, TX
Michelle Krick
Dallas, TX
Scott Miller
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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