Unclaimed Profile

J Scott Miller

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC·BLUE BELL, Pennsylvania

Series 1, Series 24, Series 63, Series 65Clean record21 years registeredBLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

BLUE BELL EXECUTIVE CAMPUS, BLUE BELL, PA 19422-2322CRD# 335095Firm CRD# 134184

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

J Scott Miller · BLUE BELL, PA

Registration

CRD #335095 · BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Apr 2005 – present

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 63

Series 65

Registration record

First registered · April 18, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CRD 134184 · SEC 801-64005

AUM

$671M

Regulatory assets under management

Employees

1,906 client accounts

Services offered by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

Speak with J

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if J is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BLUE BELL?

Browse all registered financial advisors in BLUE BELL, Pennsylvania or claim this profile if it's yours.

Browse BLUE BELL Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does J Scott Miller offer?

J Scott Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLUE BELL, Pennsylvania for a consultation.

What are J Scott Miller's credentials?

J Scott Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is J Scott Miller located?

J Scott Miller is based in BLUE BELL, Pennsylvania, working with BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.

How does J Scott Miller charge for services?

J Scott Miller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC?

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $671M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →