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Martin Scott Miller

MA PRIVATE WEALTH, LLC·SAN CARLOS, California
SIE, Series 7, Series 6328 years registeredMA PRIVATE WEALTH, LLC
1355 A SAN CARLOS AVENUE, SAN CARLOS, CA 94070CRD# 2194277Firm CRD# 291366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martin Scott Miller · SAN CARLOS, CA
Registration
CRD #2194277 · MA PRIVATE WEALTH, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

MA PRIVATE WEALTH, LLC
Jan 2018 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Dec 1997 – Jan 2018
SAN CARLOS, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · December 15, 1997
Years registered · 28
03

Disclosure History

2002Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
MA PRIVATE WEALTH, LLC
CRD 291366 · SEC 801-112344
AUM
$513M
Regulatory assets under management
Employees
8
345 client accounts
Services offered by MA PRIVATE WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MA PRIVATE WEALTH, LLC →
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05

Frequently Asked Questions

What services does Martin Scott Miller offer?
Martin Scott Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN CARLOS, California for a consultation.
What are Martin Scott Miller's credentials?
Martin Scott Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martin Scott Miller located?
Martin Scott Miller is based in SAN CARLOS, California, working with MA PRIVATE WEALTH, LLC. Their office serves clients in the SAN CARLOS metropolitan area and surrounding communities.
How does Martin Scott Miller charge for services?
Martin Scott Miller's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MA PRIVATE WEALTH, LLC?
MA PRIVATE WEALTH, LLC has approximately 8 employees and manages $513M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MA PRIVATE WEALTH, LLC

Erica Lynn Arroyo
SAN CARLOS, CA

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