Scott Castleman

Employer firm

Sdc Advisory, LLC CRD 332030

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2018 → 01/2019
  Robert Half Inc.
  Ann Arbor, MI
• 01/2019 → 05/2019
  Envision Physician Services
  Ann Arbor, MI
• 01/2021 → 05/2021
  Accounting Aid Society
  Detroit, MI
• 07/2021 → 11/2023
  Curtis, Bailey, Exelby, & Sposito, P.C.
  Ann Arbor, MI
• 11/2023 → 02/2024
  Robert Half Inc.
  Grosse Pointe Woods, MI
• 02/2024 → 05/2024
  Great Lake Management Consultants
  Grosse Pointe Woods, MI
• 07/2024 → 06/2025
  Porvin, Burnstein & Garelik, P.L.L.C.
  Farmington Hills, MI
• 05/2024 → Present
  Sdc Advisory, Llc
  Ann Arbor, MI
• 01/2015 → 08/2017
  Depaul University
  Ann Arbor, MI
• 12/2015 → 03/2018
  Unemployed
  Ann Arbor, MI
• 06/2019 → 12/2020
  Unemployed
  Ann Arbor, MI

Previous Registrations

• 2014-01-15 → 2015-11-17
  Locks Capital, Llc
  Ann Arbor, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-03