Scott M Miller
Investment adviser representative at Romano Wealth Management
23 yearsExperience
19 statesRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Romano Brothers and CompanyApr 2013 to now
- Charles Schwab BankFeb 2005 to now
- Charles Schwab & Co., Inc.May 2003 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 19 states (AZ, CA, CO, FL, GA, IA, IL, IN, MD, MI, MN, NC, NJ, NY, OH, OR, SC, TX, WI).
Romano Wealth Management
Legal name: Romano Brothers and Company
$1.5BAssets managed
969Clients
11Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3255946
- Firm CRD
- 3215