![Scott Morgan Miller](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Scott Morgan Miller
Gestionnaire de Portefeuille-Actions chez
Romano Brothers & Co.
Profil
Mr. Scott M.
Miller is a Portfolio Manager at Romano Brothers & Co.
Mr. Miller joined Romano Brothers in 2013 after 14 years as a Financial Consultant at Charles Schwab & Co. overseeing client assets and is a member of Richard and Joe’s investment management team.
He received his B.S.
in Finance from Illinois State University.
His licenses include the FINRA Series 7 and 66, and holds the Certified Financial Planner certification.
Postes actifs de Scott Morgan Miller
| Sociétés | Poste | Début |
|---|---|---|
Romano Brothers & Co.
 Romano Brothers & Co. Investment ManagersFinance RWM aims to preserve the investor's capital. The firm offers active and passive investment management, financial planning, and brokerage services. Their actively managed clients typically invest in common stock, tax exempt bonds, government securities, corporate bonds, certificates of deposit, stock options, mutual funds, exchange traded funds, unit investment trusts, and other derivative securities such as reverse convertible notes. They are generally long-term, conservative, value-oriented investment managers. RWM’s passively managed accounts invest in a blend of exchange traded funds (ETFs) as sub-managed by Wells Fargo Allocation Advisors. | Gestionnaire de Portefeuille-Actions | 01/01/2013 |
Formation de Scott Morgan Miller
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Romano Brothers & Co.
Romano Brothers & Co. Investment ManagersFinance RWM aims to preserve the investor's capital. The firm offers active and passive investment management, financial planning, and brokerage services. Their actively managed clients typically invest in common stock, tax exempt bonds, government securities, corporate bonds, certificates of deposit, stock options, mutual funds, exchange traded funds, unit investment trusts, and other derivative securities such as reverse convertible notes. They are generally long-term, conservative, value-oriented investment managers. RWM’s passively managed accounts invest in a blend of exchange traded funds (ETFs) as sub-managed by Wells Fargo Allocation Advisors. | Finance |
Illinois State University
 Illinois State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
