Scott Miller

Founder at

Blue Bell Private Wealth Management LLC

Finance

Consumer Services

Profile

Mr. Jonathan S.
Miller, Sr., is Managing Partner at Blue Bell Private Wealth Management LLC.
He co-founded Blue Bell Private Wealth Management in March 2005, with the vision of permanently improving every client’s financial position, simplifying their lives and achieving reliable investment results, through independent management.
He is an active member of his community; he currently sits on the board of Crossing the Finish Line, a charity that works with cancer patients and their families.
Mr. Miller began his investment career as a partner of the NYSE firm of Elkins Morris Stroud & Company in Philadelphia, PA. He was then elected to the five person board and in 1982 was instrumental in the sale of the firm to Prudential Securities where he became a Senior Vice President and Member of the Chairman’s Council.
In 2000, he joined Morgan Stanley as a Senior Vice President and was a Member of the Chairman’s Club.
Mr. Miller received his undergraduate degree from Pennsylvania State University in 1971.

Scott Miller active positions

Companies	Position	Start
Blue Bell Private Wealth Management LLC Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell’s investment philosophy involves allocating client assets to three primary categories of investments—exchange traded funds (ETFs), closed-end funds (CEFs), and structured investments. The firm typically uses either fundamental or cyclical analysis or a combination of both in analyzing securities.	Founder	2005-03-28

All active positions of Scott Miller

Former positions of Scott Miller

Companies	Position	End
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2005-03-29
Prudential Securities Prudential Securities Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	1999-12-30

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Linked companies

Private companies	4
Prudential Securities Prudential Securities Investment Banks/BrokersFinance Provides brokerage services	Finance
Blue Bell Private Wealth Management LLC Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell’s investment philosophy involves allocating client assets to three primary categories of investments—exchange traded funds (ETFs), closed-end funds (CEFs), and structured investments. The firm typically uses either fundamental or cyclical analysis or a combination of both in analyzing securities.	Finance
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
The Pennsylvania State University The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services