Raymond James & Associates
41yrs
Top advisor by experience in Boerne
17yrs
Scott Miller
Financial advisor at Strategic Advisers
Scott Miller has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Boerne, Texas. Scott has been with Strategic Advisers since 2025; before that, Scott spent two years at Fidelity Personal and Workplace Advisors and a year at TD Ameritrade. Scott’s designations include CFP® and ChFC.
One of 101 advisors with offices in Boerne, and one of 94 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?Top 20% by experience at Strategic Advisers
OfficeBoerne, TX
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Apr 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- Feb 2022 – Oct 2022TD Ameritrade, Inc.Previously
- 2020 – 2023Charles Schwab & CO., Inc.Previously
- 2010 – 2020TD Ameritrade, Inc.Previously
- 2010 – 2020TD Ameritrade Investment Management, LLCPreviously
Contact Scott
(617) 563-7000Firm headquarters in Boston, MA. Ask for Scott. Boerne, TXOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Scott
Tailored to Scott’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Scott
How do I contact Scott?
Call Strategic Advisers at (617) 563-7000 and ask for Scott Miller. Scott works from the Boerne, TX office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2009, about 17 years. Top 20% by experience at Strategic Advisers.
What licenses does Scott hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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