Scott Smith (CRD# 6846696) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 6 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 1955854
Cetera Investment Advisers LLC
CRD# 4973788
Polen Capital Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Significant Wealth Partners LLC | Cary, IL | Aug 2018 - Current | 5 |
Zierick Manufacturing | Woodridge, IL | Jun 2018 - Current | 5 |
Atkins & Associates | Cary, IL | Jan 2017 - Current | 7 |
Capital Management Consultants | Cary, IL | Aug 2017 - Jan 2019 | 1 |
Patina Solutions | Milwaukee, WI | Oct 2015 - Sep 2017 | 1 |
Swk Technologies | Skokie, IL | Apr 2017 - May 2017 | < 1 |
Unemployed | Cary, IL | Aug 2016 - Mar 2017 | < 1 |
Self Employed | Crystal Lake, IL | Oct 2014 - Jan 2017 | 2 |
Unemployed | Cary, IL | Oct 2014 - Sep 2015 | < 1 |
Faspro Technologies | Arlington Heights, IL | Apr 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- IL
-
Total Assets Under Management210MILLIONS
-
Total Number of Accounts439ACCOUNTS
-
Average Account Value$478,360
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IL
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