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Scott Andrew Sandee

Vertex Partners

Downers Grove, IL

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Current Employers
Vertex Partners

3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-01-18
  • IL RA
    APPROVED
    Since 2023-01-18

Branch Locations

3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bny Mellon Chicago IL 07/2016 09/2018
Capital Bank & Trust Company Chicago IL 10/2018 07/2021
Capital Group Private Client Services, Inc. Los Angeles CA 07/2021 07/2021
Oxford Financial Group Chicago IL 07/2021 01/2023
Capital Group Private Client Services Chicago IL 10/2018 07/2021
Vertex Planning Partners, Llc Downers Grove IL 01/2023 Present
  • 07/2016 → 09/2018
    Bny Mellon
    Chicago, IL
  • 10/2018 → 07/2021
    Capital Bank & Trust Company
    Chicago, IL
  • 07/2021 → 07/2021
    Capital Group Private Client Services, Inc.
    Los Angeles, CA
  • 07/2021 → 01/2023
    Oxford Financial Group
    Chicago, IL
  • 10/2018 → 07/2021
    Capital Group Private Client Services
    Chicago, IL
  • 01/2023 → Present
    Vertex Planning Partners, Llc
    Downers Grove, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-27
  • S66 Uniform Combined State Law Examination
    2003-01-27
Designations
Other Names
  • Scott Sandee

View on SEC IAPD

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Other Offices

JMG FINANCIAL GROUP LTD · DOWNERS GROVE, IL
ARBOR FINANCIAL SERVICES, LLC · DOWNERS GROVE, IL
CAPSTONE FINANCIAL ADVISORS INC · DOWNERS GROVE, IL
FELDMAN, INGARDONA & CO · DOWNERS GROVE, IL
CLEMENT STREET CAPITAL LLC · DOWNERS GROVE, IL
EAGLE STRATEGIES LLC · DOWNERS GROVE, IL
AMERIPRISE FINANCIAL SERVICES, LLC · DOWNERS GROVE, IL
EDWARD JONES · DOWNERS GROVE, IL

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