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Martin Scott Miller

MA PRIVATE WEALTH, LLC·SAN CARLOS, California
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1355 A SAN CARLOS AVENUE, SAN CARLOS, CA 94070CRD# 2194277Firm CRD# 291366
01

About

Martin Scott Miller is a registered financial advisor based in SAN CARLOS, California, affiliated with MA PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MA PRIVATE WEALTH, LLC
MA PRIVATE WEALTH, LLC
AUM
$513M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at MA PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2194277
Firm CRD# 291366
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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