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Scott Joseph Schwartz

Plante Moran Financial Advisors

Chicago, IL

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Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-03-10
IL RA APPROVED 2018-04-02
  • MI RA
    APPROVED
    Since 2023-03-10
  • IL RA
    APPROVED
    Since 2018-04-02

Branch Locations

10 S Riverside Plaza, Chicago, IL 60606 • 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
Plante Moran Financial Advisors Chicago IL 01/2018 Present
Michigan Export Growth Program East Lansing MI 08/2017 12/2017
Plante Moran Financial Advisors Chicago IL 06/2017 08/2017
Michigan Export Growth Program East Lansing MI 08/2016 05/2017
Michigan State Universit East Lansing MI 08/2014 12/2017
  • 01/2018 → Present
    Plante Moran Financial Advisors
    Chicago, IL
  • 08/2017 → 12/2017
    Michigan Export Growth Program
    East Lansing, MI
  • 06/2017 → 08/2017
    Plante Moran Financial Advisors
    Chicago, IL
  • 08/2016 → 05/2017
    Michigan Export Growth Program
    East Lansing, MI
  • 08/2014 → 12/2017
    Michigan State Universit
    East Lansing, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-02
  • S65 Uniform Investment Adviser Law Examination
    2018-04-02
Designations

View on SEC IAPD

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